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 | $18,319 | $154,117-88.1% | $129,995-85.9% | $139,434-86.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 24.25% | 32.48%-8.2pp | -137.18%+161.4pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,207 | $5,289-77.2% | $4,320-72.1% | $4,751-74.6% |
| Participant deferral / active EE | $1,857 | $6,710-72.3% | $5,820-68.1% | $6,710-72.3% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |