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 | $3,785 | $95,803-96.0% | $113,168-96.7% | $84,808-95.5% |
| Participation rate | 36.5% | 72.9%-36.4pp | 76.6%-40.1pp | 68.3%-31.8pp |
| Annual return | 6839.86% | 25.00%+6814.9pp | 24.27%+6815.6pp | 40.90%+6799.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,426 | $4,242-66.4% | $5,107-72.1% | $4,212-66.2% |
| Admin fee / account holder | $216 | $8,989-97.6% | $12,068-98.2% | $7,344-97.1% |