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 3-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 | $4,362 | $55,415-92.1% | $155,509-97.2% | $74,495-94.1% |
| Participation rate | 5.7% | 61.9%-56.2pp | 78.2%-72.5pp | 67.2%-61.5pp |
| Annual return | 19.47% | 268.50%-249.0pp | 64.67%-45.2pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $125 | $2,836-95.6% | $5,626-97.8% | $4,346-97.1% |
| Admin fee / account holder | $30 | $1,738-98.3% | $15,912-99.8% | $1,942-98.5% |