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 | $22,058 | $91,538-75.9% | $129,995-83.0% | $75,163-70.7% |
| Participation rate | 68.8% | 71.4%-2.7pp | 78.5%-9.7pp | 67.2%+1.6pp |
| Annual return | 22.76% | -631.11%+653.9pp | -137.18%+159.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $130 | $2,845-95.4% | $4,320-97.0% | $2,670-95.1% |
| Participant deferral / active EE | $6,571 | $4,341+51.4% | $5,820+12.9% | $4,125+59.3% |
| Admin fee / account holder | $300 | $6,790-95.6% | $10,614-97.2% | $5,651-94.7% |