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 5-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 | $7,279 | $105,860-93.1% | $90,749-92.0% | $134,475-94.6% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -14.18% | -11.01%-3.2pp | -12.16%-2.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $683 | $3,462-80.3% | $2,921-76.6% | $4,740-85.6% |
| Participant deferral / active EE | $964 | $5,216-81.5% | $4,564-78.9% | $6,400-84.9% |
| Admin fee / account holder | $22 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |