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 | $15,154 | $142,405-89.4% | $115,157-86.8% | $152,861-90.1% |
| Participation rate | 37.5% | 82.4%-44.9pp | 75.9%-38.4pp | 82.4%-44.9pp |
| Annual return | 17.03% | 41.48%-24.4pp | 35.60%-18.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $706 | $4,010-82.4% | $3,179-77.8% | $4,762-85.2% |
| Participant deferral / active EE | $1,512 | $5,164-70.7% | $4,168-63.7% | $5,850-74.2% |
| Admin fee / account holder | $178 | $8,462-97.9% | $7,088-97.5% | $11,596-98.5% |