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 5-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 | $11,014 | $59,107-81.4% | $86,436-87.3% | $68,494-83.9% |
| Participation rate | 65.6% | 75.2%-9.7pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | 27.18% | -0.23%+27.4pp | 4394.89%-4367.7pp | -7.84%+35.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,180 | $5,901+4.7% | $6,952-11.1% | $4,027+53.5% |
| Admin fee / account holder | $241 | $5,637-95.7% | $6,731-96.4% | $5,403-95.5% |