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 6-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 | $8,172 | $105,630-92.3% | $87,507-90.7% | $273,961-97.0% |
| Participation rate | 9.5% | 78.2%-68.7pp | 73.8%-64.3pp | 83.0%-73.5pp |
| Annual return | 12.38% | 12.25%+0.1pp | 12.21%+0.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $178 | $3,141-94.3% | $2,550-93.0% | $4,869-96.3% |
| Participant deferral / active EE | $221 | $3,601-93.9% | $3,149-93.0% | $5,287-95.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |