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 | $13,771 | $65,246-78.9% | $98,716-86.0% | $67,986-79.7% |
| Participation rate | 7.3% | 51.4%-44.1pp | 69.3%-62.0pp | 57.2%-49.9pp |
| Annual return | 20.51% | 20.58%-0.1pp | 31.81%-11.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $108 | $2,594-95.8% | $4,048-97.3% | $3,358-96.8% |
| Admin fee / account holder | $76 | $4,561-98.3% | $8,703-99.1% | $3,203-97.6% |