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 | $5,253 | $59,805-91.2% | $79,550-93.4% | $68,494-92.3% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -19.13% | -12.30%-6.8pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $656 | $1,505-56.4% | $2,413-72.8% | $2,596-74.7% |
| Participant deferral / active EE | $1,069 | $3,024-64.7% | $3,985-73.2% | $4,027-73.5% |
| Admin fee / account holder | $292 | $4,835-94.0% | $6,832-95.7% | $5,403-94.6% |