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.
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 | $3,899 | $91,190-95.7% | $178,490-97.8% | $79,858-95.1% |
| Participation rate | 51.4% | 69.2%-17.8pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 19.25% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $352 | $3,256-89.2% | $5,011-93.0% | $2,471-85.8% |
| Participant deferral / active EE | $927 | $3,236-71.4% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $188 | $6,751-97.2% | $13,984-98.7% | $5,306-96.5% |