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 9-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.
Employer 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 | $11,833 | $99,341-88.1% | $84,750-86.0% | $273,961-95.7% |
| Participation rate | 55.0% | 80.7%-25.7pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 11.47% | 22.93%-11.5pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $359 | $4,214-91.5% | $3,574-90.0% | $4,869-92.6% |
| Participant deferral / active EE | $1,880 | $4,269-56.0% | $3,712-49.4% | $5,287-64.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |