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 10-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 | $13,728 | $45,566-69.9% | $64,105-78.6% | $59,632-77.0% |
| Participation rate | 58.8% | 60.2%-1.3pp | 68.2%-9.3pp | 68.7%-9.8pp |
| Annual return | -2.76% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $579 | $2,057-71.8% | $2,822-79.5% | $3,192-81.9% |
| Admin fee / account holder | $239 | $3,268-92.7% | $4,499-94.7% | $4,297-94.4% |