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 4-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 | $783 | $49,922-98.4% | $80,569-99.0% | $75,163-99.0% |
| Participation rate | 45.0% | 55.3%-10.3pp | 67.0%-22.0pp | 67.2%-22.2pp |
| Annual return | 36.17% | 34.69%+1.5pp | 935.43%-899.3pp | 160.62%-124.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $267 | $2,990-91.1% | $4,447-94.0% | $4,125-93.5% |
| Admin fee / account holder | $54 | $3,577-98.5% | $5,377-99.0% | $5,651-99.1% |