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 | $4,749 | $102,966-95.4% | $90,281-94.7% | $152,861-96.9% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.4%-51.2pp |
| Annual return | 27.63% | 95.16%-67.5pp | 78.10%-50.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $698 | $4,281-83.7% | $3,885-82.0% | $5,850-88.1% |
| Admin fee / account holder | $110 | $6,171-98.2% | $5,351-97.9% | $11,596-99.0% |