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 | $7,762 | $101,069-92.3% | $81,478-90.5% | $147,584-94.7% |
| Participation rate | 17.6% | 74.5%-56.8pp | 68.0%-50.3pp | 82.8%-65.2pp |
| Annual return | 10.75% | 32.40%-21.7pp | 38.78%-28.0pp | 578.55%-567.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $395 | $4,242-90.7% | $3,537-88.8% | $5,439-92.7% |
| Admin fee / account holder | $31 | $5,812-99.5% | $4,561-99.3% | $10,885-99.7% |