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.
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 | $7,856 | $175,202-95.5% | $149,673-94.8% | $139,434-94.4% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 26.81% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,247 | $5,474-77.2% | $4,818-74.1% | $4,751-73.7% |
| Participant deferral / active EE | $1,876 | $6,519-71.2% | $5,680-67.0% | $6,710-72.0% |
| Admin fee / account holder | $71 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |