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.
Participant 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 | $9,975 | $102,604-90.3% | $86,188-88.4% | $139,434-92.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 26.94% | 1922.51%-1895.6pp | 1168.45%-1141.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $938 | $3,032-69.1% | $2,380-60.6% | $4,751-80.3% |
| Participant deferral / active EE | $938 | $4,676-79.9% | $3,985-76.5% | $6,710-86.0% |
| Admin fee / account holder | $31 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |