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 | $678 | $76,000-99.1% | $154,107-99.6% | $64,186-98.9% |
| Participation rate | 69.5% | 70.4%-0.9pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | 2375.68% | 30.32%+2345.4pp | 735.12%+1640.6pp | 7.63%+2368.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $241 | $3,175-92.4% | $5,081-95.3% | $3,470-93.0% |
| Admin fee / account holder | $18 | $5,596-99.7% | $13,411-99.9% | $4,888-99.6% |