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 6-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 | $11,965 | $65,561-81.7% | $86,188-86.1% | $75,163-84.1% |
| Participation rate | 18.5% | 60.5%-42.0pp | 69.0%-50.5pp | 67.2%-48.7pp |
| Annual return | 33.54% | 46.05%-12.5pp | 1168.45%-1134.9pp | 160.62%-127.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,334 | $3,024-55.9% | $3,985-66.5% | $4,125-67.7% |
| Admin fee / account holder | $124 | $5,474-97.7% | $6,852-98.2% | $5,651-97.8% |