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.
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 | $7,156 | $99,640-92.8% | $86,436-91.7% | $134,475-94.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $966 | $4,400-78.0% | $3,769-74.4% | $4,740-79.6% |
| Participant deferral / active EE | $1,172 | $7,246-83.8% | $6,952-83.1% | $6,400-81.7% |
| Admin fee / account holder | $166 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |