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 | $521 | $27,839-98.1% | $58,482-99.1% | $71,457-99.3% |
| Participation rate | 32.6% | 34.5%-1.9pp | 50.9%-18.2pp | 67.9%-35.3pp |
| Annual return | 88.12% | 26.81%+61.3pp | 4239.32%-4151.2pp | 28.85%+59.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $154 | $1,206-87.3% | $1,924-92.0% | $4,289-96.4% |
| Admin fee / account holder | $64 | $1,641-96.1% | $2,516-97.5% | $1,587-96.0% |