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 | $6,350 | $53,127-88.0% | $86,590-92.7% | $70,131-90.9% |
| Participation rate | 29.3% | 65.3%-36.0pp | 73.5%-44.3pp | 69.5%-40.3pp |
| Annual return | 179.64% | 27.66%+152.0pp | 964.84%-785.2pp | 73.14%+106.5pp |
| Employer contribution / active EE | $237 | $2,068-88.5% | $2,839-91.7% | $2,342-89.9% |
| Participant deferral / active EE | $565 | $2,696-79.0% | $3,609-84.3% | $3,332-83.0% |
| Admin fee / account holder | $71 | $3,585-98.0% | $4,906-98.6% | $4,645-98.5% |