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 | $7,540 | $29,548-74.5% | $56,411-86.6% | $77,643-90.3% |
| Participation rate | 6.3% | 32.7%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 16.08% | 19.01%-2.9pp | 1701.33%-1685.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $100 | $568-82.4% | $1,039-90.4% | $2,726-96.3% |
| Participant deferral / active EE | $191 | $1,061-82.0% | $1,952-90.2% | $4,647-95.9% |
| Admin fee / account holder | $240 | $1,046-77.1% | $2,829-91.5% | $430-44.3% |