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.
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 | $10,490 | $171,865-93.9% | $149,718-93.0% | $147,584-92.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 54.95% | 2113.22%-2058.3pp | 1501.63%-1446.7pp | 578.55%-523.6pp |
| Employer contribution / active EE | $715 | $6,275-88.6% | $5,445-86.9% | $4,876-85.3% |
| Participant deferral / active EE | $4,267 | $7,271-41.3% | $6,569-35.0% | $5,439-21.5% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |