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 3-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.
Employer 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 | $25,929 | $109,413-76.3% | $156,263-83.4% | $84,808-69.4% |
| Participation rate | 27.3% | 72.7%-45.4pp | 78.9%-51.6pp | 68.3%-41.0pp |
| Annual return | 22.58% | 20.18%+2.4pp | 59.47%-36.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $286 | $2,907-90.2% | $4,333-93.4% | $2,631-89.1% |
| Participant deferral / active EE | $2,366 | $4,590-48.4% | $6,158-61.6% | $4,212-43.8% |
| Admin fee / account holder | $283 | $9,357-97.0% | $14,255-98.0% | $7,344-96.1% |