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 | $350 | $31,310-98.9% | $53,898-99.4% | $74,304-99.5% |
| Participation rate | 37.7% | 30.7%+7.1pp | 55.0%-17.2pp | 60.3%-22.6pp |
| Annual return | 16.97% | 23.16%-6.2pp | 528.60%-511.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $168 | $934-82.1% | $1,826-90.8% | $3,767-95.6% |
| Admin fee / account holder | $109 | $2,175-95.0% | $2,491-95.6% | $2,969-96.3% |