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 | $16,681 | $105,181-84.1% | $159,436-89.5% | $85,850-80.6% |
| Participation rate | 11.5% | 75.8%-64.3pp | 82.8%-71.3pp | 69.3%-57.8pp |
| Annual return | 78.15% | 45.07%+33.1pp | 263.57%-185.4pp | 318.53%-240.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,318 | $5,945-77.8% | $7,352-82.1% | $3,952-66.7% |
| Admin fee / account holder | $142 | $6,933-98.0% | $10,799-98.7% | $6,260-97.7% |