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.
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 | $13,019 | $97,044-86.6% | $83,333-84.4% | $135,375-90.4% |
| Participation rate | 35.0% | 80.4%-45.4pp | 77.8%-42.8pp | 82.6%-47.6pp |
| Annual return | -8.93% | 12.31%-21.2pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $411 | $5,964-93.1% | $5,565-92.6% | $5,609-92.7% |
| Admin fee / account holder | $2 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |