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 | $6,857 | $111,754-93.9% | $103,333-93.4% | $145,922-95.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 23.34% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $694 | $4,212-83.5% | $3,868-82.1% | $4,660-85.1% |
| Participant deferral / active EE | $3,952 | $5,619-29.7% | $5,057-21.9% | $6,688-40.9% |
| Admin fee / account holder | $40 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |