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 | $5,723 | $45,312-87.4% | $86,233-93.4% | $67,986-91.6% |
| Participation rate | 34.4% | 42.4%-8.0pp | 69.0%-34.6pp | 57.2%-22.8pp |
| Annual return | 31.52% | 24.79%+6.7pp | 61.39%-29.9pp | 31.67%-0.1pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,035 | $2,185-52.6% | $4,559-77.3% | $3,358-69.2% |
| Admin fee / account holder | $27 | $3,295-99.2% | $8,342-99.7% | $3,203-99.1% |