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.
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 | $3,473 | $69,515-95.0% | $86,874-96.0% | $85,850-96.0% |
| Participation rate | 41.7% | 66.3%-24.7pp | 71.6%-30.0pp | 69.3%-27.6pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $712 | $1,880-62.1% | $2,495-71.4% | $2,565-72.2% |
| Participant deferral / active EE | $862 | $2,919-70.5% | $3,699-76.7% | $3,952-78.2% |
| Admin fee / account holder | $7 | $5,972-99.9% | $5,828-99.9% | $6,260-99.9% |