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.
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 | $2,582 | $53,596-95.2% | $90,645-97.2% | $64,186-96.0% |
| Participation rate | 41.9% | 64.5%-22.6pp | 74.0%-32.1pp | 69.6%-27.6pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $438 | $1,503-70.9% | $2,532-82.7% | $2,381-81.6% |
| Participant deferral / active EE | $748 | $2,459-69.6% | $3,425-78.2% | $3,470-78.4% |
| Admin fee / account holder | $51 | $3,868-98.7% | $4,994-99.0% | $4,888-99.0% |