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 | $5,622 | $35,183-84.0% | $73,545-92.4% | $70,131-92.0% |
| Participation rate | 2.9% | 42.9%-40.1pp | 54.9%-52.1pp | 69.5%-66.7pp |
| Annual return | 20.89% | 26.90%-6.0pp | -15.16%+36.1pp | 73.14%-52.2pp |
| Employer contribution / active EE | $194 | $709-72.6% | $1,219-84.1% | $2,342-91.7% |
| Participant deferral / active EE | $323 | $1,220-73.6% | $1,806-82.1% | $3,332-90.3% |
| Admin fee / account holder | $66 | $2,302-97.1% | $2,320-97.1% | $4,645-98.6% |