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 | $2,094 | $70,669-97.0% | $169,368-98.8% | $75,163-97.2% |
| Participation rate | 39.4% | 64.8%-25.4pp | 77.1%-37.8pp | 67.2%-27.8pp |
| Annual return | 41.81% | 36.36%+5.4pp | 405.60%-363.8pp | 160.62%-118.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $622 | $4,311-85.6% | $6,221-90.0% | $4,125-84.9% |
| Admin fee / account holder | $60 | $5,402-98.9% | $9,003-99.3% | $5,651-98.9% |