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 3-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 | $5,114 | $105,126-95.1% | $94,646-94.6% | $139,434-96.3% |
| Participation rate | 36.8% | 82.4%-45.5pp | 80.8%-44.0pp | 80.3%-43.5pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $698 | $4,106-83.0% | $3,672-81.0% | $4,751-85.3% |
| Participant deferral / active EE | $1,400 | $7,599-81.6% | $7,418-81.1% | $6,710-79.1% |
| Admin fee / account holder | $253 | $8,984-97.2% | $7,231-96.5% | $11,403-97.8% |