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 8-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 | $12,134 | $73,933-83.6% | $96,683-87.5% | $75,163-83.9% |
| Participation rate | 30.3% | 66.4%-36.1pp | 74.3%-44.0pp | 67.2%-36.9pp |
| Annual return | 20.10% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $737 | $3,659-79.9% | $4,878-84.9% | $4,125-82.1% |
| Admin fee / account holder | $44 | $5,216-99.2% | $6,730-99.3% | $5,651-99.2% |