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 | $14,071 | $144,119-90.2% | $117,854-88.1% | $147,584-90.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 13.64% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,106 | $4,896-77.4% | $3,786-70.8% | $4,876-77.3% |
| Participant deferral / active EE | $1,462 | $5,316-72.5% | $4,482-67.4% | $5,439-73.1% |
| Admin fee / account holder | $5 | $10,886-100.0% | $8,020-99.9% | $10,885-100.0% |