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 8-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 | $1,566 | $104,907-98.5% | $84,611-98.1% | $152,861-99.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 45.49% | 373.79%-328.3pp | 258.74%-213.3pp | 345.32%-299.8pp |
| Employer contribution / active EE | $694 | $3,302-79.0% | $2,652-73.8% | $4,762-85.4% |
| Participant deferral / active EE | $777 | $4,688-83.4% | $3,899-80.1% | $5,850-86.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |