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 | $3,653 | $60,022-93.9% | $88,946-95.9% | $84,808-95.7% |
| Participation rate | 39.6% | 57.8%-18.3pp | 68.8%-29.3pp | 68.3%-28.7pp |
| Annual return | 25.42% | 22.43%+3.0pp | 57.82%-32.4pp | 40.90%-15.5pp |
| Employer contribution / active EE | $165 | $1,703-90.3% | $2,555-93.5% | $2,631-93.7% |
| Participant deferral / active EE | $847 | $3,114-72.8% | $4,581-81.5% | $4,212-79.9% |
| Admin fee / account holder | $269 | $4,811-94.4% | $8,261-96.7% | $7,344-96.3% |