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 | $633 | $96,484-99.3% | $156,263-99.6% | $74,304-99.1% |
| Participation rate | 21.1% | 67.7%-46.6pp | 78.9%-57.8pp | 60.3%-39.3pp |
| Annual return | 178.23% | 17.73%+160.5pp | 59.47%+118.8pp | 29.43%+148.8pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $169 | $4,286-96.1% | $6,158-97.3% | $3,767-95.5% |
| Admin fee / account holder | $60 | $3,728-98.4% | $14,255-99.6% | $2,969-98.0% |