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 | $27,243-98.5% | $52,425-99.2% | $79,634-99.5% |
| Participation rate | 20.8% | 22.4%-1.6pp | 55.6%-34.8pp | 62.5%-41.7pp |
| Annual return | 60.92% | 63.36%-2.4pp | 302.12%-241.2pp | 36.46%+24.5pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $64 | $636-90.0% | $1,790-96.5% | $3,835-98.3% |
| Admin fee / account holder | $16 | $2,105-99.2% | $2,495-99.3% | $1,002-98.4% |