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 8-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 | $14,697 | $64,707-77.3% | $112,228-86.9% | $68,494-78.5% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -18.60% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,343 | $3,565-62.3% | $4,728-71.6% | $4,027-66.7% |
| Admin fee / account holder | $51 | $5,232-99.0% | $6,410-99.2% | $5,403-99.1% |