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 9-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 | $9,363 | $85,766-89.1% | $136,294-93.1% | $70,131-86.6% |
| Participation rate | 54.8% | 74.2%-19.4pp | 81.9%-27.2pp | 69.5%-14.8pp |
| Annual return | 58.79% | 31.45%+27.3pp | 5155.94%-5097.2pp | 73.14%-14.4pp |
| Employer contribution / active EE | $1,793 | $2,966-39.5% | $4,695-61.8% | $2,342-23.5% |
| Participant deferral / active EE | $2,129 | $5,051-57.9% | $6,247-65.9% | $3,332-36.1% |
| Admin fee / account holder | $16 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |