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 | $2,858 | $78,705-96.4% | $117,854-97.6% | $70,131-95.9% |
| Participation rate | 19.2% | 73.2%-54.0pp | 79.7%-60.4pp | 69.5%-50.3pp |
| Annual return | 23.97% | 23.30%+0.7pp | 335.08%-311.1pp | 73.14%-49.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $260 | $3,297-92.1% | $4,482-94.2% | $3,332-92.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |