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 4-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 | $9,028 | $77,660-88.4% | $109,143-91.7% | $79,386-88.6% |
| Participation rate | 13.6% | 67.8%-54.2pp | 75.9%-62.3pp | 70.7%-57.1pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $550 | $3,518-84.4% | $4,653-88.2% | $4,046-86.4% |
| Admin fee / account holder | $229 | $732-68.7% | $6,752-96.6% | $626-63.5% |