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 3-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 | $254 | $46,553-99.5% | $64,056-99.6% | $75,163-99.7% |
| Participation rate | 45.7% | 65.9%-20.2pp | 72.3%-26.6pp | 67.2%-21.4pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $110 | $2,837-96.1% | $3,880-97.2% | $4,125-97.3% |
| Admin fee / account holder | $3 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |