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 8-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 | $2,617 | $85,790-97.0% | $67,313-96.1% | $135,375-98.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $488 | $3,487-86.0% | $2,566-81.0% | $4,779-89.8% |
| Participant deferral / active EE | $928 | $4,651-80.0% | $3,568-74.0% | $5,609-83.5% |
| Admin fee / account holder | $4 | $6,392-99.9% | $4,507-99.9% | $10,827-100.0% |