See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,697 | $48,230-82.0% | $67,502-87.1% | $80,856-89.2% |
| Participation rate | 37.9% | 66.4%-28.4pp | 72.9%-34.9pp | 67.6%-29.7pp |
| Annual return | 22.30% | 18.28%+4.0pp | 3512.12%-3489.8pp | 35.59%-13.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,256 | $2,924-57.0% | $4,000-68.6% | $4,296-70.8% |
| Admin fee / account holder | $38 | $3,681-99.0% | $3,998-99.1% | $6,918-99.5% |