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 3-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 | $5,080 | $76,407-93.4% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 33.44% | 39.99%-6.6pp | 62.79%-29.3pp | 41.64%-8.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,794 | $3,214-44.2% | $5,453-67.1% | $4,139-56.6% |
| Admin fee / account holder | $255 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |