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 | $20,895 | $62,586-66.6% | $76,768-72.8% | $64,186-67.4% |
| Participation rate | 10.1% | 72.8%-62.7pp | 77.0%-66.8pp | 69.6%-59.5pp |
| Annual return | -2.07% | -1.95%-0.1pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $388 | $3,145-87.7% | $3,852-89.9% | $3,470-88.8% |
| Admin fee / account holder | $21 | $4,667-99.6% | $6,675-99.7% | $4,888-99.6% |