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 8-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 | $756 | $37,426-98.0% | $77,482-99.0% | $79,858-99.1% |
| Participation rate | 34.1% | 41.5%-7.4pp | 54.2%-20.1pp | 69.6%-35.5pp |
| Annual return | 35.19% | 39.70%-4.5pp | 54.79%-19.6pp | 31.71%+3.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $111 | $1,260-91.2% | $1,861-94.0% | $3,740-97.0% |
| Admin fee / account holder | $2 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |