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 7-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 | $6,090 | $82,664-92.6% | $125,339-95.1% | $68,494-91.1% |
| Participation rate | 67.9% | 75.0%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,048 | $3,381-69.0% | $4,814-78.2% | $2,596-59.6% |
| Participant deferral / active EE | $1,422 | $6,110-76.7% | $7,446-80.9% | $4,027-64.7% |
| Admin fee / account holder | $17 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |