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 6-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 | $7,342 | $106,543-93.1% | $91,220-92.0% | $134,475-94.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -20.27% | 160.60%-180.9pp | 114.01%-134.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $214 | $3,331-93.6% | $2,850-92.5% | $4,740-95.5% |
| Participant deferral / active EE | $1,522 | $4,719-67.7% | $4,234-64.0% | $6,400-76.2% |
| Admin fee / account holder | $131 | $6,231-97.9% | $5,420-97.6% | $11,426-98.9% |