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 6-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 | $8,096 | $176,056-95.4% | $159,436-94.9% | $167,490-95.2% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 52.38% | 331.75%-279.4pp | 263.57%-211.2pp | 478.56%-426.2pp |
| Employer contribution / active EE | $1,783 | $5,297-66.3% | $4,829-63.1% | $4,837-63.1% |
| Participant deferral / active EE | $2,365 | $7,750-69.5% | $7,352-67.8% | $6,341-62.7% |
| Admin fee / account holder | $152 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |