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 | $7,543 | $54,762-86.2% | $90,281-91.6% | $72,985-89.7% |
| Participation rate | 44.4% | 65.1%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 38.78% | 30.63%+8.1pp | 78.10%-39.3pp | 81.00%-42.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,245 | $2,887-56.9% | $3,885-68.0% | $3,607-65.5% |
| Admin fee / account holder | $129 | $3,972-96.8% | $5,351-97.6% | $5,124-97.5% |