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 5-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 | $9,847 | $114,047-91.4% | $96,139-89.8% | $167,490-94.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 12.04% | 189.88%-177.8pp | 191.94%-179.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $755 | $3,427-78.0% | $2,797-73.0% | $4,837-84.4% |
| Participant deferral / active EE | $847 | $5,194-83.7% | $4,349-80.5% | $6,341-86.7% |
| Admin fee / account holder | $41 | $6,897-99.4% | $5,537-99.3% | $12,309-99.7% |