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 9-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 | $1,856 | $40,479-95.4% | $78,210-97.6% | $62,292-97.0% |
| Participation rate | 27.7% | 54.6%-26.9pp | 68.7%-41.0pp | 69.5%-41.8pp |
| Annual return | 87.90% | 66.31%+21.6pp | 40.90%+47.0pp | 28.90%+59.0pp |
| Employer contribution / active EE | $0 | $1,024-100.0% | $2,034-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $533 | $1,718-69.0% | $2,823-81.1% | $3,169-83.2% |
| Admin fee / account holder | $9 | $376-97.6% | $3,758-99.8% | $479-98.1% |