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 | $5,499 | $48,230-88.6% | $67,502-91.9% | $80,856-93.2% |
| Participation rate | 32.1% | 66.4%-34.2pp | 72.9%-40.7pp | 67.6%-35.5pp |
| Annual return | 17.87% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $196 | $2,020-90.3% | $2,731-92.8% | $2,755-92.9% |
| Participant deferral / active EE | $1,148 | $2,924-60.7% | $4,000-71.3% | $4,296-73.3% |
| Admin fee / account holder | $167 | $3,681-95.5% | $3,998-95.8% | $6,918-97.6% |