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 10-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 | $23,872 | $150,440-84.1% | $136,294-82.5% | $147,584-83.8% |
| Participation rate | 43.5% | 84.4%-40.9pp | 81.9%-38.4pp | 82.8%-39.4pp |
| Annual return | 26.24% | 1049.08%-1022.8pp | 5155.94%-5129.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $1,482 | $5,256-71.8% | $4,695-68.4% | $4,876-69.6% |
| Participant deferral / active EE | $2,000 | $6,630-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $245 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |