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 | $10,435 | $89,739-88.4% | $149,718-93.0% | $62,292-83.2% |
| Participation rate | 34.0% | 85.1%-51.1pp | 87.1%-53.1pp | 69.5%-35.5pp |
| Annual return | 20.79% | 21.01%-0.2pp | 1501.63%-1480.8pp | 28.90%-8.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,224 | $4,797-74.5% | $6,569-81.4% | $3,169-61.4% |
| Admin fee / account holder | $164 | $551-70.2% | $11,283-98.5% | $479-65.7% |