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 | $18,610 | $89,355-79.2% | $141,162-86.8% | $72,985-74.5% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-7.9pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,093 | $3,114-64.9% | $4,735-76.9% | $2,440-55.2% |
| Participant deferral / active EE | $1,532 | $5,418-71.7% | $6,709-77.2% | $3,607-57.5% |
| Admin fee / account holder | $201 | $5,958-96.6% | $10,261-98.0% | $5,124-96.1% |