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.
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 | $3,507 | $54,229-93.5% | $70,092-95.0% | $68,494-94.9% |
| Participation rate | 50.0% | 64.5%-14.5pp | 70.5%-20.5pp | 67.9%-17.9pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $741 | $2,018-63.3% | $2,559-71.1% | $2,596-71.5% |
| Participant deferral / active EE | $1,034 | $2,956-65.0% | $3,849-73.1% | $4,027-74.3% |
| Admin fee / account holder | $33 | $4,694-99.3% | $6,267-99.5% | $5,403-99.4% |