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 4-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 | $5,522 | $115,708-95.2% | $65,255-91.5% | $139,434-96.0% |
| Participation rate | 39.1% | 67.8%-28.7pp | 65.0%-25.8pp | 80.3%-41.2pp |
| Annual return | 18.18% | 31.19%-13.0pp | 47.35%-29.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2 | $2,599-99.9% | $1,691-99.9% | $4,751-100.0% |
| Participant deferral / active EE | $1,269 | $4,240-70.1% | $2,831-55.2% | $6,710-81.1% |
| Admin fee / account holder | $121 | $6,698-98.2% | $4,112-97.1% | $11,403-98.9% |