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.
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 | $2,267 | $50,385-95.5% | $75,670-97.0% | $62,292-96.4% |
| Participation rate | 49.2% | 67.7%-18.5pp | 72.3%-23.2pp | 69.5%-20.3pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.34%-27.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,142 | $2,445-53.3% | $3,142-63.7% | $3,169-64.0% |
| Admin fee / account holder | $8 | $384-98.0% | $5,800-99.9% | $479-98.4% |