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 | $5,213 | $115,770-95.5% | $101,248-94.9% | $158,922-96.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 44.19% | 56.14%-11.9pp | 46.47%-2.3pp | 302.83%-258.6pp |
| Employer contribution / active EE | $744 | $4,175-82.2% | $3,660-79.7% | $4,761-84.4% |
| Participant deferral / active EE | $2,216 | $4,957-55.3% | $4,370-49.3% | $5,982-63.0% |
| Admin fee / account holder | $151 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |