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 5-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 | $4,418 | $59,805-92.6% | $79,550-94.4% | $68,494-93.5% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.5%-17.6pp | 67.9%-16.0pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.16%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $225 | $1,505-85.1% | $2,413-90.7% | $2,596-91.3% |
| Participant deferral / active EE | $1,551 | $3,024-48.7% | $3,985-61.1% | $4,027-61.5% |
| Admin fee / account holder | $43 | $4,835-99.1% | $6,832-99.4% | $5,403-99.2% |