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 5-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 | $21,359 | $93,571-77.2% | $135,903-84.3% | $75,163-71.6% |
| Participation rate | 33.3% | 75.2%-41.8pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 39.25% | 30.90%+8.3pp | 68.23%-29.0pp | 160.62%-121.4pp |
| Employer contribution / active EE | $970 | $3,537-72.6% | $4,856-80.0% | $2,670-63.7% |
| Participant deferral / active EE | $2,277 | $6,404-64.4% | $7,758-70.6% | $4,125-44.8% |
| Admin fee / account holder | $66 | $6,975-99.1% | $10,762-99.4% | $5,651-98.8% |