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 9-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 | $3,053 | $202,318-98.5% | $172,739-98.2% | $152,861-98.0% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.4%-46.1pp |
| Annual return | 34.07% | 1029.65%-995.6pp | 802.84%-768.8pp | 345.32%-311.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $624 | $5,948-89.5% | $5,198-88.0% | $5,850-89.3% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |