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 | $867 | $61,272-98.6% | $149,673-99.4% | $71,457-98.8% |
| Participation rate | 56.8% | 62.5%-5.7pp | 78.8%-22.0pp | 67.9%-11.1pp |
| Annual return | 1976.80% | 35.85%+1940.9pp | 134.42%+1842.4pp | 28.85%+1947.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $478 | $2,917-83.6% | $5,680-91.6% | $4,289-88.8% |
| Admin fee / account holder | $30 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |