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 | $3,407 | $118,450-97.1% | $98,439-96.5% | $139,434-97.6% |
| Participation rate | 23.5% | 77.4%-53.9pp | 75.2%-51.6pp | 80.3%-56.8pp |
| Annual return | 153.78% | 18.94%+134.8pp | 21.16%+132.6pp | 372.94%-219.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $685 | $5,392-87.3% | $4,738-85.5% | $6,710-89.8% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |