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 8-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 | $6,950 | $157,256-95.6% | $141,162-95.1% | $152,861-95.5% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.4%-34.8pp |
| Annual return | 114.02% | 64.32%+49.7pp | 71.39%+42.6pp | 345.32%-231.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,906 | $7,109-73.2% | $6,709-71.6% | $5,850-67.4% |
| Admin fee / account holder | $18 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |