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 | $19,516 | $72,277-73.0% | $101,248-80.7% | $79,858-75.6% |
| Participation rate | 68.5% | 68.5%+0.1pp | 75.8%-7.3pp | 69.6%-1.1pp |
| Annual return | 19.89% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $323 | $2,692-88.0% | $3,660-91.2% | $2,471-86.9% |
| Participant deferral / active EE | $2,216 | $3,282-32.5% | $4,370-49.3% | $3,740-40.7% |
| Admin fee / account holder | $69 | $4,400-98.4% | $5,945-98.8% | $5,306-98.7% |