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 | $4,054 | $39,122-89.6% | $57,179-92.9% | $62,891-93.6% |
| Participation rate | 60.8% | 70.5%-9.7pp | 75.3%-14.5pp | 69.3%-8.5pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $195 | $1,874-89.6% | $2,682-92.7% | $2,281-91.5% |
| Participant deferral / active EE | $1,167 | $2,374-50.9% | $3,096-62.3% | $3,203-63.6% |
| Admin fee / account holder | $49 | $2,592-98.1% | $3,139-98.4% | $4,296-98.9% |