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 | $18,506 | $153,772-88.0% | $133,980-86.2% | $273,961-93.2% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 8.30% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,245 | $6,029-79.4% | $5,211-76.1% | $4,869-74.4% |
| Participant deferral / active EE | $2,500 | $6,958-64.1% | $6,282-60.2% | $5,287-52.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |