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 | $91,760-99.3% | $156,181-99.6% | $67,986-99.1% |
| Participation rate | 21.1% | 65.0%-43.9pp | 78.8%-57.7pp | 57.2%-36.1pp |
| Annual return | 178.23% | 18.14%+160.1pp | 64.87%+113.4pp | 31.67%+146.6pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $169 | $3,960-95.7% | $6,132-97.2% | $3,358-95.0% |
| Admin fee / account holder | $60 | $3,949-98.5% | $14,586-99.6% | $3,203-98.1% |