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 | $1,119 | $65,561-98.3% | $86,188-98.7% | $75,163-98.5% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 31.07% | 46.05%-15.0pp | 1168.45%-1137.4pp | 160.62%-129.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $541 | $3,024-82.1% | $3,985-86.4% | $4,125-86.9% |
| Admin fee / account holder | $95 | $5,474-98.3% | $6,852-98.6% | $5,651-98.3% |