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 | $53,516-97.3% | $126,539-98.9% | $84,808-98.3% |
| Participation rate | 59.7% | 58.2%+1.4pp | 69.8%-10.1pp | 68.3%-8.6pp |
| Annual return | 27.12% | 58.34%-31.2pp | 425.95%-398.8pp | 40.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $431 | $2,671-83.9% | $4,083-89.4% | $4,212-89.8% |
| Admin fee / account holder | $144 | $4,497-96.8% | $6,065-97.6% | $7,344-98.0% |