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 | $9,329 | $70,428-86.8% | $96,562-90.3% | $85,850-89.1% |
| Participation rate | 57.4% | 61.8%-4.4pp | 69.8%-12.4pp | 69.3%-11.9pp |
| Annual return | 11.61% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $379 | $1,413-73.2% | $2,356-83.9% | $2,565-85.2% |
| Participant deferral / active EE | $842 | $2,894-70.9% | $3,849-78.1% | $3,952-78.7% |
| Admin fee / account holder | $260 | $4,997-94.8% | $6,181-95.8% | $6,260-95.8% |