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 7-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 | $326 | $45,073-99.3% | $69,455-99.5% | $72,985-99.6% |
| Participation rate | 56.3% | 68.5%-12.2pp | 74.6%-18.4pp | 69.5%-13.2pp |
| Annual return | 37.36% | 22.65%+14.7pp | 28.97%+8.4pp | 81.00%-43.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $165 | $2,602-93.6% | $3,535-95.3% | $3,607-95.4% |
| Admin fee / account holder | $1 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |