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.
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 | $964 | $25,972-96.3% | - | $72,985-98.7% |
| Participation rate | 53.6% | 52.8%+0.8pp | - | 69.5%-15.9pp |
| Annual return | 0.00% | 20.47%-20.5pp | - | 81.00%-81.0pp |
| Employer contribution / active EE | $207 | $2,171-90.5% | - | $2,440-91.5% |
| Participant deferral / active EE | $296 | $2,560-88.4% | - | $3,607-91.8% |
| Admin fee / account holder | $0 | $2,104-100.0% | - | $5,124-100.0% |