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 | $6,816 | $61,660-88.9% | $80,019-91.5% | $64,186-89.4% |
| Participation rate | 47.4% | 71.7%-24.3pp | 75.8%-28.5pp | 69.6%-22.2pp |
| Annual return | 5.11% | -0.33%+5.4pp | 11.22%-6.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $698 | $2,968-76.5% | $3,686-81.1% | $3,470-79.9% |
| Admin fee / account holder | $34 | $5,417-99.4% | $6,521-99.5% | $4,888-99.3% |