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 | $557 | $56,423-99.0% | $77,163-99.3% | $71,457-99.2% |
| Participation rate | 17.5% | 64.3%-46.8pp | 69.6%-52.0pp | 67.9%-50.4pp |
| Annual return | 80.44% | 19.05%+61.4pp | 37.87%+42.6pp | 28.85%+51.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $78 | $3,142-97.5% | $3,833-98.0% | $4,289-98.2% |
| Admin fee / account holder | $0 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |