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 | $5,387 | $82,032-93.4% | $123,104-95.6% | $59,632-91.0% |
| Participation rate | 67.4% | 83.2%-15.8pp | 86.8%-19.3pp | 68.7%-1.2pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $502 | $3,297-84.8% | $5,151-90.3% | $2,203-77.2% |
| Participant deferral / active EE | $2,972 | $4,667-36.3% | $6,230-52.3% | $3,192-6.9% |
| Admin fee / account holder | $143 | $5,881-97.6% | $9,015-98.4% | $4,297-96.7% |