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 6-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 | $377 | $55,415-99.3% | $155,509-99.8% | $74,495-99.5% |
| Participation rate | 68.2% | 61.9%+6.3pp | 78.2%-10.0pp | 67.2%+1.0pp |
| Annual return | 11.72% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $265 | $2,836-90.6% | $5,626-95.3% | $4,346-93.9% |
| Admin fee / account holder | $147 | $1,738-91.5% | $15,912-99.1% | $1,942-92.4% |