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 4-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 | $397 | $27,915-98.6% | $58,482-99.3% | $75,163-99.5% |
| Participation rate | 42.4% | 38.8%+3.5pp | 50.9%-8.5pp | 67.2%-24.8pp |
| Annual return | 234.51% | 44.20%+190.3pp | 4239.32%-4004.8pp | 160.62%+73.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $170 | $1,201-85.9% | $1,924-91.2% | $4,125-95.9% |
| Admin fee / account holder | $7 | $1,726-99.6% | $2,516-99.7% | $5,651-99.9% |