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 | $913 | $34,934-97.4% | $56,411-98.4% | $74,495-98.8% |
| Participation rate | 34.3% | 32.8%+1.5pp | 52.5%-18.1pp | 67.2%-32.9pp |
| Annual return | 17.91% | 25.94%-8.0pp | 1701.33%-1683.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $169 | $1,170-85.6% | $1,952-91.4% | $4,346-96.1% |
| Admin fee / account holder | $19 | $2,364-99.2% | $2,829-99.3% | $1,942-99.0% |