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 7-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 | $5,454 | $89,355-93.9% | $141,162-96.1% | $72,985-92.5% |
| Participation rate | 61.5% | 75.1%-13.6pp | 82.5%-20.9pp | 69.5%-7.9pp |
| Annual return | 44.43% | 111.85%-67.4pp | 71.39%-27.0pp | 81.00%-36.6pp |
| Employer contribution / active EE | $825 | $3,114-73.5% | $4,735-82.6% | $2,440-66.2% |
| Participant deferral / active EE | $1,623 | $5,418-70.0% | $6,709-75.8% | $3,607-55.0% |
| Admin fee / account holder | $70 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |