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 7-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 | $4,345 | $39,798-89.1% | $67,711-93.6% | $59,632-92.7% |
| Participation rate | 25.0% | 57.4%-32.4pp | 67.5%-42.5pp | 68.7%-43.7pp |
| Annual return | -3.00% | 89.94%-92.9pp | 25.41%-28.4pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $482 | $2,335-79.4% | $3,585-86.6% | $3,192-84.9% |
| Admin fee / account holder | $218 | $3,212-93.2% | $4,255-94.9% | $4,297-94.9% |