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 7-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 | $15,267 | $129,942-88.3% | $104,294-85.4% | $134,475-88.6% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.83% | 42.03%-60.9pp | 24.61%-43.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $835 | $4,184-80.1% | $3,372-75.2% | $4,740-82.4% |
| Participant deferral / active EE | $835 | $5,588-85.1% | $4,625-82.0% | $6,400-87.0% |
| Admin fee / account holder | $67 | $9,323-99.3% | $7,339-99.1% | $11,426-99.4% |