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 6-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 | $3,787 | $60,323-93.7% | $81,812-95.4% | $74,495-94.9% |
| Participation rate | 32.7% | 62.9%-30.2pp | 72.3%-39.6pp | 67.2%-34.5pp |
| Annual return | 39.25% | 16.90%+22.4pp | 773.79%-734.5pp | 1364.94%-1325.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,214 | $3,387-64.2% | $4,319-71.9% | $4,346-72.1% |
| Admin fee / account holder | $124 | $1,486-91.7% | $7,386-98.3% | $1,942-93.6% |