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 10-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 | $4,818 | $48,274-90.0% | $63,517-92.4% | $59,632-91.9% |
| Participation rate | 12.5% | 66.3%-53.8pp | 71.0%-58.5pp | 68.7%-56.2pp |
| Annual return | 176.95% | -240.79%+417.7pp | -70.30%+247.3pp | 2041.28%-1864.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $397 | $2,343-83.0% | $2,953-86.5% | $3,192-87.6% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,892-100.0% | $4,297-100.0% |