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 10-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 | $9,447 | $99,341-90.5% | $84,750-88.9% | $273,961-96.6% |
| Participation rate | 18.2% | 80.7%-62.5pp | 76.6%-58.4pp | 83.0%-64.8pp |
| Annual return | 201.18% | 22.93%+178.3pp | 22.78%+178.4pp | 41.45%+159.7pp |
| Employer contribution / active EE | $459 | $4,214-89.1% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $1,051 | $4,269-75.4% | $3,712-71.7% | $5,287-80.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |