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 3-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 | $2,465 | $57,541-95.7% | $95,745-97.4% | $75,163-96.7% |
| Participation rate | 36.4% | 62.5%-26.1pp | 72.3%-35.9pp | 67.2%-30.8pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $384 | $1,808-78.8% | $2,835-86.5% | $2,670-85.6% |
| Participant deferral / active EE | $610 | $3,074-80.1% | $4,245-85.6% | $4,125-85.2% |
| Admin fee / account holder | $221 | $4,099-94.6% | $5,678-96.1% | $5,651-96.1% |