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 | $2,059 | $80,812-97.5% | $160,784-98.7% | $82,448-97.5% |
| Participation rate | 9.1% | 66.2%-57.1pp | 77.0%-67.9pp | 68.1%-59.0pp |
| Annual return | 27.38% | 100.59%-73.2pp | 1803.92%-1776.5pp | 41.64%-14.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $86 | $4,335-98.0% | $6,293-98.6% | $4,139-97.9% |
| Admin fee / account holder | $6 | $7,695-99.9% | $9,717-99.9% | $7,234-99.9% |