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 9-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 | $11,276 | $58,512-80.7% | $84,015-86.6% | $72,985-84.6% |
| Participation rate | 34.4% | 61.2%-26.9pp | 69.0%-34.6pp | 69.5%-35.1pp |
| Annual return | 230.29% | 28.93%+201.4pp | 71.31%+159.0pp | 81.00%+149.3pp |
| Employer contribution / active EE | $789 | $1,163-32.2% | $1,983-60.2% | $2,440-67.7% |
| Participant deferral / active EE | $861 | $2,394-64.0% | $3,239-73.4% | $3,607-76.1% |
| Admin fee / account holder | $292 | $4,569-93.6% | $6,101-95.2% | $5,124-94.3% |