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 | $2,221 | $91,538-97.6% | $129,995-98.3% | $75,163-97.0% |
| Participation rate | 56.6% | 71.4%-14.8pp | 78.5%-21.9pp | 67.2%-10.6pp |
| Annual return | 37.68% | -631.11%+668.8pp | -137.18%+174.9pp | 160.62%-122.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $782 | $4,341-82.0% | $5,820-86.6% | $4,125-81.0% |
| Admin fee / account holder | $92 | $6,790-98.6% | $10,614-99.1% | $5,651-98.4% |