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 4-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 | $2,463 | $154,117-98.4% | $129,995-98.1% | $139,434-98.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.5%-34.0pp | 80.3%-35.9pp |
| Annual return | 44.41% | 32.48%+11.9pp | -137.18%+181.6pp | 372.94%-328.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $705 | $6,710-89.5% | $5,820-87.9% | $6,710-89.5% |
| Admin fee / account holder | $50 | $14,007-99.6% | $10,614-99.5% | $11,403-99.6% |