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 4-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.
Employer 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 | $6,971 | $91,538-92.4% | $129,995-94.6% | $75,163-90.7% |
| Participation rate | 51.7% | 71.4%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 35.07% | -631.11%+666.2pp | -137.18%+172.2pp | 160.62%-125.5pp |
| Employer contribution / active EE | $1 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,699 | $4,341-37.8% | $5,820-53.6% | $4,125-34.6% |
| Admin fee / account holder | $261 | $6,790-96.2% | $10,614-97.5% | $5,651-95.4% |