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 8-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 | $8,086 | $109,817-92.6% | $98,442-91.8% | $167,490-95.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 13.68% | 1956.69%-1943.0pp | 1492.73%-1479.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $354 | $3,224-89.0% | $2,960-88.0% | $4,837-92.7% |
| Participant deferral / active EE | $656 | $4,673-86.0% | $4,276-84.7% | $6,341-89.7% |
| Admin fee / account holder | $288 | $6,753-95.7% | $5,949-95.2% | $12,309-97.7% |