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 | $8,880 | $73,867-88.0% | $143,757-93.8% | $68,494-87.0% |
| Participation rate | 25.7% | 66.7%-40.9pp | 80.3%-54.6pp | 67.9%-42.2pp |
| Annual return | -19.00% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $358 | $3,184-88.8% | $4,951-92.8% | $2,596-86.2% |
| Participant deferral / active EE | $947 | $3,384-72.0% | $5,637-83.2% | $4,027-76.5% |
| Admin fee / account holder | $69 | $5,755-98.8% | $14,673-99.5% | $5,403-98.7% |