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 | $10,656 | $50,958-79.1% | $74,550-85.7% | $64,186-83.4% |
| Participation rate | 45.7% | 61.1%-15.4pp | 69.1%-23.5pp | 69.6%-23.9pp |
| Annual return | -6.94% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $262 | $1,115-76.5% | $1,961-86.6% | $2,381-89.0% |
| Participant deferral / active EE | $560 | $2,301-75.7% | $3,108-82.0% | $3,470-83.9% |
| Admin fee / account holder | $116 | $4,223-97.2% | $5,060-97.7% | $4,888-97.6% |