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 4-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 | $1,108 | $31,310-96.5% | $53,898-97.9% | $74,304-98.5% |
| Participation rate | 31.8% | 30.7%+1.1pp | 55.0%-23.1pp | 60.3%-28.5pp |
| Annual return | 23.56% | 23.16%+0.4pp | 528.60%-505.0pp | 29.43%-5.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $133 | $934-85.7% | $1,826-92.7% | $3,767-96.5% |
| Admin fee / account holder | $197 | $2,175-91.0% | $2,491-92.1% | $2,969-93.4% |