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 | $1,343 | $53,516-97.5% | $126,539-98.9% | $84,808-98.4% |
| Participation rate | 53.5% | 58.2%-4.8pp | 69.8%-16.3pp | 68.3%-14.8pp |
| Annual return | 25.01% | 58.34%-33.3pp | 425.95%-400.9pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $381 | $2,671-85.7% | $4,083-90.7% | $4,212-91.0% |
| Admin fee / account holder | $198 | $4,497-95.6% | $6,065-96.7% | $7,344-97.3% |