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 10-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 | $10,791 | $91,190-88.2% | $178,490-94.0% | $79,858-86.5% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 10.53% | 24.19%-13.7pp | 151.07%-140.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $488 | $3,236-84.9% | $5,202-90.6% | $3,740-87.0% |
| Admin fee / account holder | $94 | $6,751-98.6% | $13,984-99.3% | $5,306-98.2% |