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 | $4,011 | $80,753-95.0% | $136,294-97.1% | $62,292-93.6% |
| Participation rate | 53.6% | 73.5%-19.9pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 55.92% | 35.83%+20.1pp | 5155.94%-5100.0pp | 28.90%+27.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,949 | $5,164-62.3% | $6,247-68.8% | $3,169-38.5% |
| Admin fee / account holder | $62 | $525-88.3% | $9,243-99.3% | $479-87.1% |