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 | $398 | $30,588-98.7% | $53,898-99.3% | $85,563-99.5% |
| Participation rate | 20.8% | 26.3%-5.5pp | 55.0%-34.2pp | 66.0%-45.2pp |
| Annual return | 60.92% | 50.42%+10.5pp | 528.60%-467.7pp | 31.51%+29.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $64 | $848-92.5% | $1,826-96.5% | $4,375-98.5% |
| Admin fee / account holder | $16 | $1,879-99.1% | $2,491-99.3% | $834-98.0% |