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.
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 | $6,017 | $73,867-91.9% | $143,757-95.8% | $68,494-91.2% |
| Participation rate | 34.7% | 66.7%-32.0pp | 80.3%-45.6pp | 67.9%-33.2pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $228 | $3,184-92.8% | $4,951-95.4% | $2,596-91.2% |
| Participant deferral / active EE | $1,847 | $3,384-45.4% | $5,637-67.2% | $4,027-54.1% |
| Admin fee / account holder | $15 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |