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 | $882 | $29,660-97.0% | $56,411-98.4% | $80,856-98.9% |
| Participation rate | 50.6% | 41.6%+8.9pp | 52.5%-1.9pp | 67.6%-17.0pp |
| Annual return | 21.40% | 35.23%-13.8pp | 1701.33%-1679.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $144 | $669-78.4% | $1,039-86.1% | $2,755-94.8% |
| Participant deferral / active EE | $224 | $1,226-81.8% | $1,952-88.5% | $4,296-94.8% |
| Admin fee / account holder | $34 | $2,428-98.6% | $2,829-98.8% | $6,918-99.5% |