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 6-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 | $3,655 | $112,881-96.8% | $90,951-96.0% | $158,922-97.7% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 47.08% | 215.79%-168.7pp | 134.60%-87.5pp | 302.83%-255.7pp |
| Employer contribution / active EE | $776 | $2,893-73.2% | $2,122-63.4% | $4,761-83.7% |
| Participant deferral / active EE | $795 | $4,128-80.7% | $3,373-76.4% | $5,982-86.7% |
| Admin fee / account holder | $9 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |