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 | $741 | $64,839-98.9% | $95,585-99.2% | $84,808-99.1% |
| Participation rate | 56.4% | 63.8%-7.4pp | 72.1%-15.7pp | 68.3%-11.9pp |
| Annual return | 15.88% | -670.96%+686.8pp | 38.56%-22.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $84 | $2,965-97.2% | $4,023-97.9% | $4,212-98.0% |
| Admin fee / account holder | $51 | $5,964-99.1% | $6,127-99.2% | $7,344-99.3% |