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 6-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 | $1,670 | $123,793-98.7% | $177,821-99.1% | $79,858-97.9% |
| Participation rate | 53.3% | 84.7%-31.3pp | 87.7%-34.4pp | 69.6%-16.3pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $900 | $5,956-84.9% | $7,714-88.3% | $3,740-75.9% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |