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 4-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 | $2,767 | $41,078-93.3% | $80,569-96.6% | $71,457-96.1% |
| Participation rate | 8.9% | 50.2%-41.3pp | 67.0%-58.1pp | 67.9%-59.0pp |
| Annual return | 49.56% | 38.45%+11.1pp | 935.43%-885.9pp | 28.85%+20.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $195 | $2,699-92.8% | $4,447-95.6% | $4,289-95.5% |
| Admin fee / account holder | $77 | $1,840-95.8% | $5,377-98.6% | $1,587-95.1% |