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 | $1,452 | $52,353-97.2% | $120,225-98.8% | $82,448-98.2% |
| Participation rate | 59.7% | 58.3%+1.4pp | 69.6%-9.9pp | 68.1%-8.4pp |
| Annual return | 27.12% | 61.85%-34.7pp | 439.23%-412.1pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $431 | $2,627-83.6% | $3,999-89.2% | $4,139-89.6% |
| Admin fee / account holder | $144 | $4,363-96.7% | $5,696-97.5% | $7,234-98.0% |