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 7-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 | $21,724 | $226,064-90.4% | $182,532-88.1% | $152,861-85.8% |
| Participation rate | 23.5% | 82.5%-58.9pp | 78.0%-54.4pp | 82.4%-58.9pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $428 | $6,368-93.3% | $5,524-92.3% | $5,850-92.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |