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 9-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 | $10,902 | $181,894-94.0% | $156,549-93.0% | $273,961-96.0% |
| Participation rate | 34.8% | 88.4%-53.6pp | 84.0%-49.2pp | 83.0%-48.2pp |
| Annual return | 6.45% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,453 | $5,550-73.8% | $4,871-70.2% | $5,287-72.5% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |