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 | $2,354 | $61,605-96.2% | $112,229-97.9% | $75,163-96.9% |
| Participation rate | 35.5% | 61.7%-26.2pp | 72.4%-36.9pp | 67.2%-31.7pp |
| Annual return | 244.03% | 28.47%+215.6pp | 30.20%+213.8pp | 160.62%+83.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $820 | $3,108-73.6% | $4,798-82.9% | $4,125-80.1% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |