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 | $3,209 | $65,365-95.1% | $92,893-96.5% | $72,985-95.6% |
| Participation rate | 16.1% | 68.3%-52.2pp | 76.0%-59.9pp | 69.5%-53.4pp |
| Annual return | 784.02% | 42.10%+741.9pp | 109.41%+674.6pp | 81.00%+703.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $566 | $3,128-81.9% | $4,236-86.6% | $3,607-84.3% |
| Admin fee / account holder | $6 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |