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 | $6,437 | $131,829-95.1% | $108,579-94.1% | $273,961-97.7% |
| Participation rate | 34.8% | 83.5%-48.7pp | 79.6%-44.8pp | 83.0%-48.2pp |
| Annual return | 13.29% | -91.57%+104.9pp | -51.70%+65.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,114 | $5,127-58.8% | $4,311-51.0% | $5,287-60.0% |
| Admin fee / account holder | $241 | $10,252-97.6% | $7,645-96.8% | $10,132-97.6% |