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 | $441 | $52,353-99.2% | $120,225-99.6% | $82,448-99.5% |
| Participation rate | 67.5% | 58.3%+9.2pp | 69.6%-2.1pp | 68.1%-0.6pp |
| Annual return | 18.20% | 61.85%-43.7pp | 439.23%-421.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $146 | $2,627-94.5% | $3,999-96.4% | $4,139-96.5% |
| Admin fee / account holder | $61 | $4,363-98.6% | $5,696-98.9% | $7,234-99.2% |