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 | $4,326 | $73,102-94.1% | $123,544-96.5% | $56,287-92.3% |
| Participation rate | 40.0% | 74.3%-34.3pp | 82.3%-42.3pp | 69.9%-29.9pp |
| Annual return | 62.16% | 3.01%+59.2pp | 119.20%-57.0pp | -9.96%+72.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,178 | $5,423-78.3% | $6,426-81.7% | $3,350-64.8% |
| Admin fee / account holder | $171 | $554-69.1% | $9,284-98.2% | $521-67.2% |