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 10-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 | $6,607 | $56,199-88.2% | $67,652-90.2% | $59,632-88.9% |
| Participation rate | 67.9% | 71.5%-3.5pp | 75.7%-7.7pp | 68.7%-0.7pp |
| Annual return | -0.64% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,328 | $1,614-17.8% | $2,266-41.4% | $2,203-39.7% |
| Participant deferral / active EE | $114 | $2,844-96.0% | $3,560-96.8% | $3,192-96.4% |
| Admin fee / account holder | $187 | $3,958-95.3% | $4,821-96.1% | $4,297-95.7% |