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 9-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 | $9,734 | $63,346-84.6% | $92,233-89.4% | $70,131-86.1% |
| Participation rate | 36.7% | 68.7%-32.0pp | 76.5%-39.8pp | 69.5%-32.9pp |
| Annual return | 18.49% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $5 | $2,471-99.8% | $3,679-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $1,768 | $2,854-38.0% | $3,897-54.6% | $3,332-46.9% |
| Admin fee / account holder | $53 | $3,840-98.6% | $5,194-99.0% | $4,645-98.9% |