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 | $7,256 | $126,574-94.3% | $106,213-93.2% | $145,922-95.0% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 15.20% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $833 | $5,724-85.5% | $5,016-83.4% | $6,688-87.5% |
| Admin fee / account holder | $38 | $17,304-99.8% | $11,033-99.7% | $13,397-99.7% |