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 | $9,016 | $124,185-92.7% | $108,410-91.7% | $167,490-94.6% |
| Participation rate | 37.5% | 82.3%-44.8pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 24.11% | 1379.64%-1355.5pp | 905.27%-881.2pp | 478.56%-454.5pp |
| Employer contribution / active EE | $837 | $4,187-80.0% | $3,558-76.5% | $4,837-82.7% |
| Participant deferral / active EE | $1,009 | $6,908-85.4% | $6,563-84.6% | $6,341-84.1% |
| Admin fee / account holder | $27 | $9,455-99.7% | $7,295-99.6% | $12,309-99.8% |