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 | $7,397 | $142,344-94.8% | $119,609-93.8% | $134,475-94.5% |
| Participation rate | 36.8% | 82.8%-46.0pp | 79.3%-42.4pp | 81.2%-44.4pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $269 | $5,222-94.8% | $4,232-93.6% | $4,740-94.3% |
| Participant deferral / active EE | $2,179 | $6,469-66.3% | $5,602-61.1% | $6,400-65.9% |
| Admin fee / account holder | $14 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |