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 | $4,765 | $48,230-90.1% | $67,502-92.9% | $80,856-94.1% |
| Participation rate | 25.7% | 66.4%-40.7pp | 72.9%-47.2pp | 67.6%-41.9pp |
| Annual return | 26.42% | 18.28%+8.1pp | 3512.12%-3485.7pp | 35.59%-9.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $600 | $2,924-79.5% | $4,000-85.0% | $4,296-86.0% |
| Admin fee / account holder | $32 | $3,681-99.1% | $3,998-99.2% | $6,918-99.5% |