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 3-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 | $4,362 | $55,472-92.1% | $155,567-97.2% | $74,546-94.1% |
| Participation rate | 5.7% | 61.9%-56.2pp | 78.2%-72.5pp | 67.2%-61.5pp |
| Annual return | 19.47% | 268.72%-249.2pp | 64.74%-45.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $125 | $2,838-95.6% | $5,628-97.8% | $4,347-97.1% |
| Admin fee / account holder | $30 | $1,743-98.3% | $15,916-99.8% | $1,944-98.5% |