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 | $8,170 | $56,484-85.5% | $169,463-95.2% | $64,186-87.3% |
| Participation rate | 54.4% | 64.5%-10.2pp | 77.8%-23.4pp | 69.6%-15.2pp |
| Annual return | -2.88% | -1.55%-1.3pp | 1.83%-4.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $193 | $1,832-89.5% | $4,159-95.4% | $2,381-91.9% |
| Participant deferral / active EE | $1,204 | $3,448-65.1% | $5,277-77.2% | $3,470-65.3% |
| Admin fee / account holder | $198 | $4,174-95.3% | $9,109-97.8% | $4,888-95.9% |