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 5-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 | $7,325 | $56,484-87.0% | $169,463-95.7% | $64,186-88.6% |
| Participation rate | 23.1% | 64.5%-41.5pp | 77.8%-54.7pp | 69.6%-46.5pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $423 | $1,832-76.9% | $4,159-89.8% | $2,381-82.2% |
| Participant deferral / active EE | $867 | $3,448-74.9% | $5,277-83.6% | $3,470-75.0% |
| Admin fee / account holder | $36 | $4,174-99.1% | $9,109-99.6% | $4,888-99.3% |