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 | $14,522 | $109,881-86.8% | $150,045-90.3% | $84,808-82.9% |
| Participation rate | 25.0% | 76.1%-51.1pp | 82.3%-57.3pp | 68.3%-43.3pp |
| Annual return | 272.89% | 28.25%+244.6pp | 62.55%+210.3pp | 40.90%+232.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $550 | $6,636-91.7% | $7,997-93.1% | $4,212-86.9% |
| Admin fee / account holder | $166 | $8,568-98.1% | $13,435-98.8% | $7,344-97.7% |