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 4-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.
Employer 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 | $6,049 | $81,248-92.6% | $155,509-96.1% | $80,856-92.5% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-23.0pp |
| Annual return | 15.04% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $195 | $3,100-93.7% | $4,672-95.8% | $2,755-92.9% |
| Participant deferral / active EE | $937 | $3,452-72.8% | $5,626-83.3% | $4,296-78.2% |
| Admin fee / account holder | $200 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |