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 9-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 | $9,149 | $65,365-86.0% | $92,893-90.2% | $72,985-87.5% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.0%-41.1pp | 69.5%-34.6pp |
| Annual return | 29.10% | 42.10%-13.0pp | 109.41%-80.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $675 | $2,594-74.0% | $3,653-81.5% | $2,440-72.3% |
| Participant deferral / active EE | $859 | $3,128-72.6% | $4,236-79.7% | $3,607-76.2% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |