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 | $3,363 | $77,896-95.7% | $134,172-97.5% | $82,448-95.9% |
| Participation rate | 14.8% | 62.8%-48.0pp | 72.5%-57.7pp | 68.1%-53.3pp |
| Annual return | 81.11% | 18.21%+62.9pp | 25.30%+55.8pp | 41.64%+39.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $369 | $3,162-88.3% | $4,690-92.1% | $4,139-91.1% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |