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 7-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.
Participant 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 | $12,841 | $65,365-80.4% | $92,893-86.2% | $72,985-82.4% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $652 | $2,594-74.9% | $3,653-82.2% | $2,440-73.3% |
| Participant deferral / active EE | $1,271 | $3,128-59.4% | $4,236-70.0% | $3,607-64.8% |
| Admin fee / account holder | $46 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |