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 7-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 | $12,871 | $98,750-87.0% | $149,696-91.4% | $79,858-83.9% |
| Participation rate | 19.0% | 75.8%-56.8pp | 82.5%-63.5pp | 69.6%-50.7pp |
| Annual return | 145.18% | 27.43%+117.8pp | 276.60%-131.4pp | 31.71%+113.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,011 | $5,680-64.6% | $6,842-70.6% | $3,740-46.2% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |