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 | $5,104 | $64,705-92.1% | $62,929-91.9% | $67,986-92.5% |
| Participation rate | 60.7% | 65.6%-4.9pp | 73.1%-12.4pp | 57.2%+3.5pp |
| Annual return | 111.73% | 20.31%+91.4pp | 1063.93%-952.2pp | 31.67%+80.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $560 | $3,198-82.5% | $3,888-85.6% | $3,358-83.3% |
| Admin fee / account holder | $103 | $1,428-92.8% | $5,065-98.0% | $3,203-96.8% |