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 | $2,712 | $86,699-96.9% | $73,307-96.3% | $125,391-97.8% |
| Participation rate | 27.3% | 78.6%-51.3pp | 74.9%-47.6pp | 83.2%-55.9pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $376 | $4,152-90.9% | $3,237-88.4% | $4,866-92.3% |
| Participant deferral / active EE | $650 | $5,550-88.3% | $4,991-87.0% | $5,352-87.9% |
| Admin fee / account holder | $49 | $7,771-99.4% | $5,637-99.1% | $9,540-99.5% |