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 | $19,614 | $85,766-77.1% | $136,294-85.6% | $70,131-72.0% |
| Participation rate | 25.8% | 74.2%-48.3pp | 81.9%-56.1pp | 69.5%-43.7pp |
| Annual return | 25.06% | 31.45%-6.4pp | 5155.94%-5130.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $516 | $2,966-82.6% | $4,695-89.0% | $2,342-78.0% |
| Participant deferral / active EE | $593 | $5,051-88.3% | $6,247-90.5% | $3,332-82.2% |
| Admin fee / account holder | $191 | $5,420-96.5% | $9,243-97.9% | $4,645-95.9% |