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 | $556 | $29,319-98.1% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 65.9% | 46.9%+19.1pp | 55.6%+10.3pp | 68.1%-2.2pp |
| Annual return | 32.07% | 535.20%-503.1pp | 302.12%-270.1pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $245 | $1,171-79.1% | $1,790-86.3% | $4,139-94.1% |
| Admin fee / account holder | $48 | $1,962-97.6% | $2,495-98.1% | $7,234-99.3% |