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 | $36,300 | $148,978-75.6% | $200,582-81.9% | $84,808-57.2% |
| Participation rate | 31.1% | 84.2%-53.1pp | 86.9%-55.8pp | 68.3%-37.2pp |
| Annual return | 16.51% | 28.16%-11.7pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,365 | $7,142-66.9% | $9,331-74.7% | $4,212-43.9% |
| Admin fee / account holder | $73 | $13,977-99.5% | $16,305-99.6% | $7,344-99.0% |