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 | $7,402 | $72,254-89.8% | $86,677-91.5% | $64,808-88.6% |
| Participation rate | 67.6% | 80.4%-12.8pp | 76.6%-9.0pp | 71.5%-3.8pp |
| Annual return | 0.00% | 392.42%-392.4pp | 35.91%-35.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,086 | $2,393-54.6% | $2,836-61.7% | $2,506-56.6% |
| Participant deferral / active EE | $2,020 | $4,658-56.6% | $4,656-56.6% | $4,310-53.1% |
| Admin fee / account holder | $149 | $174-14.1% | $7,493-98.0% | $188-20.5% |