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 5-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 | $17,366 | $105,181-83.5% | $159,436-89.1% | $85,850-79.8% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.8%-48.3pp | 69.3%-34.8pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $666 | $3,318-79.9% | $4,829-86.2% | $2,565-74.0% |
| Participant deferral / active EE | $2,223 | $5,945-62.6% | $7,352-69.8% | $3,952-43.7% |
| Admin fee / account holder | $26 | $6,933-99.6% | $10,799-99.8% | $6,260-99.6% |