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 10-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 | $4,005 | $102,966-96.1% | $90,281-95.6% | $152,861-97.4% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.4%-55.2pp |
| Annual return | 22.56% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $287 | $4,281-93.3% | $3,885-92.6% | $5,850-95.1% |
| Admin fee / account holder | $57 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |