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 9-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 | $8,699 | $54,368-84.0% | $117,039-92.6% | $62,292-86.0% |
| Participation rate | 56.7% | 64.9%-8.2pp | 77.2%-20.5pp | 69.5%-12.8pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,612 | $2,269-29.0% | $3,929-59.0% | $3,169-49.1% |
| Admin fee / account holder | $58 | $493-88.3% | $5,974-99.0% | $479-88.0% |