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 | $12,764 | $125,758-89.9% | $169,993-92.5% | $75,163-83.0% |
| Participation rate | 67.6% | 83.6%-15.9pp | 87.0%-19.4pp | 67.2%+0.5pp |
| Annual return | 36.42% | 27.20%+9.2pp | 53.37%-17.0pp | 160.62%-124.2pp |
| Employer contribution / active EE | $1,423 | $4,615-69.2% | $6,785-79.0% | $2,670-46.7% |
| Participant deferral / active EE | $3,859 | $6,837-43.6% | $10,408-62.9% | $4,125-6.4% |
| Admin fee / account holder | $249 | $8,173-97.0% | $12,815-98.1% | $5,651-95.6% |