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 | $332 | $51,045-99.3% | $70,515-99.5% | $71,457-99.5% |
| Participation rate | 40.5% | 59.4%-18.9pp | 68.3%-27.9pp | 67.9%-27.4pp |
| Annual return | 1857.89% | 42.63%+1815.3pp | 32.77%+1825.1pp | 28.85%+1829.0pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $155 | $3,026-94.9% | $4,567-96.6% | $4,289-96.4% |
| Admin fee / account holder | $19 | $1,994-99.0% | $6,412-99.7% | $1,587-98.8% |