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 | $14,892 | $55,002-72.9% | $59,878-75.1% | $56,287-73.5% |
| Participation rate | 53.4% | 75.9%-22.5pp | 74.7%-21.3pp | 69.9%-16.5pp |
| Annual return | 7.05% | 1.13%+5.9pp | 3.46%+3.6pp | -9.96%+17.0pp |
| Employer contribution / active EE | $229 | $2,448-90.7% | $2,722-91.6% | $2,111-89.2% |
| Participant deferral / active EE | $1,270 | $3,121-59.3% | $3,402-62.7% | $3,350-62.1% |
| Admin fee / account holder | $173 | $236-26.6% | $3,590-95.2% | $521-66.8% |