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 4-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 | $4,471 | $85,022-94.7% | $70,515-93.7% | $139,434-96.8% |
| Participation rate | 35.7% | 73.9%-38.2pp | 68.3%-32.6pp | 80.3%-44.6pp |
| Annual return | 33.35% | 30.38%+3.0pp | 32.77%+0.6pp | 372.94%-339.6pp |
| Employer contribution / active EE | $515 | $3,909-86.8% | $2,973-82.7% | $4,751-89.2% |
| Participant deferral / active EE | $614 | $5,890-89.6% | $4,567-86.6% | $6,710-90.9% |
| Admin fee / account holder | $118 | $8,906-98.7% | $6,412-98.2% | $11,403-99.0% |