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 | $367 | $27,839-98.7% | $58,482-99.4% | $71,457-99.5% |
| Participation rate | 59.9% | 34.5%+25.3pp | 50.9%+9.0pp | 67.9%-8.1pp |
| Annual return | 68.41% | 26.81%+41.6pp | 4239.32%-4170.9pp | 28.85%+39.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $199 | $1,206-83.5% | $1,924-89.7% | $4,289-95.4% |
| Admin fee / account holder | $36 | $1,641-97.8% | $2,516-98.6% | $1,587-97.8% |