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 | $4,234 | $45,035-90.6% | $62,995-93.3% | $70,131-94.0% |
| Participation rate | 30.0% | 69.5%-39.5pp | 74.8%-44.8pp | 69.5%-39.5pp |
| Annual return | 75.94% | 18.76%+57.2pp | 87.57%-11.6pp | 73.14%+2.8pp |
| Employer contribution / active EE | $317 | $2,051-84.6% | $2,759-88.5% | $2,342-86.5% |
| Participant deferral / active EE | $756 | $2,465-69.3% | $3,329-77.3% | $3,332-77.3% |
| Admin fee / account holder | $51 | $2,834-98.2% | $3,600-98.6% | $4,645-98.9% |