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 | $14,273 | $104,251-86.3% | $91,001-84.3% | $147,584-90.3% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.6%-49.3pp | 82.8%-56.5pp |
| Annual return | 29.95% | 27.06%+2.9pp | 4.60%+25.4pp | 578.55%-548.6pp |
| Employer contribution / active EE | $576 | $3,116-81.5% | $2,456-76.6% | $4,876-88.2% |
| Participant deferral / active EE | $874 | $4,195-79.2% | $3,547-75.4% | $5,439-83.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |