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 3-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 | $1,109 | $29,660-96.3% | $56,411-98.0% | $80,856-98.6% |
| Participation rate | 24.6% | 41.6%-17.0pp | 52.5%-27.9pp | 67.6%-43.0pp |
| Annual return | 38.22% | 35.23%+3.0pp | 1701.33%-1663.1pp | 35.59%+2.6pp |
| Employer contribution / active EE | $109 | $669-83.8% | $1,039-89.5% | $2,755-96.1% |
| Participant deferral / active EE | $120 | $1,226-90.2% | $1,952-93.9% | $4,296-97.2% |
| Admin fee / account holder | $14 | $2,428-99.4% | $2,829-99.5% | $6,918-99.8% |