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 | $3,471 | $102,317-96.6% | $146,958-97.6% | $80,856-95.7% |
| Participation rate | 25.7% | 75.8%-50.1pp | 82.2%-56.4pp | 67.6%-41.9pp |
| Annual return | 19.31% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $612 | $6,644-90.8% | $8,070-92.4% | $4,296-85.7% |
| Admin fee / account holder | $25 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |