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 | $634 | $49,173-98.7% | $121,098-99.5% | $75,163-99.2% |
| Participation rate | 51.1% | 55.4%-4.3pp | 69.5%-18.4pp | 67.2%-16.1pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $393 | $2,628-85.1% | $4,080-90.4% | $4,125-90.5% |
| Admin fee / account holder | $129 | $3,942-96.7% | $5,644-97.7% | $5,651-97.7% |