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 | $2,453 | $44,960-94.5% | $84,966-97.1% | $74,495-96.7% |
| Participation rate | 3.5% | 49.4%-45.9pp | 67.5%-64.0pp | 67.2%-63.7pp |
| Annual return | 19.63% | 26.24%-6.6pp | 66.38%-46.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $40 | $2,731-98.5% | $4,519-99.1% | $4,346-99.1% |
| Admin fee / account holder | $9 | $2,209-99.6% | $6,149-99.9% | $1,942-99.5% |