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 | $4,020 | $53,162-92.4% | $91,220-95.6% | $68,494-94.1% |
| Participation rate | 30.8% | 63.2%-32.4pp | 73.2%-42.4pp | 67.9%-37.1pp |
| Annual return | -19.74% | -3.14%-16.6pp | 114.01%-133.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $406 | $2,974-86.4% | $4,234-90.4% | $4,027-89.9% |
| Admin fee / account holder | $2 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |