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 | $26,740 | $217,402-87.7% | $185,823-85.6% | $167,490-84.0% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 17.30% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,293 | $5,873-78.0% | $5,167-75.0% | $4,837-73.3% |
| Participant deferral / active EE | $2,101 | $6,356-67.0% | $5,568-62.3% | $6,341-66.9% |
| Admin fee / account holder | $102 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |