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 5-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 | $2,054 | $39,019-94.7% | $80,716-97.5% | $85,850-97.6% |
| Participation rate | 18.5% | 41.5%-23.1pp | 54.2%-35.7pp | 69.3%-50.9pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $170 | $722-76.4% | $1,160-85.3% | $2,565-93.4% |
| Participant deferral / active EE | $269 | $1,326-79.7% | $2,146-87.5% | $3,952-93.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |