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 | $8,111 | $69,745-88.4% | $67,511-88.0% | $74,546-89.1% |
| Participation rate | 7.0% | 71.3%-64.3pp | 72.9%-65.9pp | 67.2%-60.2pp |
| Annual return | 20.36% | -40.37%+60.7pp | 3517.41%-3497.1pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $381 | $3,636-89.5% | $4,000-90.5% | $4,347-91.2% |
| Admin fee / account holder | $260 | $894-71.0% | $3,999-93.5% | $1,944-86.6% |