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 6-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 | $318 | $39,019-99.2% | $80,716-99.6% | $85,850-99.6% |
| Participation rate | 63.0% | 41.5%+21.5pp | 54.2%+8.9pp | 69.3%-6.3pp |
| Annual return | 12.14% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $142 | $1,326-89.3% | $2,146-93.4% | $3,952-96.4% |
| Admin fee / account holder | $27 | $2,431-98.9% | $3,380-99.2% | $6,260-99.6% |