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 3-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 | $6,875 | $70,669-90.3% | $169,368-95.9% | $75,163-90.9% |
| Participation rate | 23.8% | 64.8%-41.0pp | 77.1%-53.3pp | 67.2%-43.4pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $495 | $2,211-77.6% | $4,013-87.7% | $2,670-81.5% |
| Participant deferral / active EE | $1,003 | $4,311-76.7% | $6,221-83.9% | $4,125-75.7% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |