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 5-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 | $6,617 | $61,605-89.3% | $112,229-94.1% | $75,163-91.2% |
| Participation rate | 37.5% | 61.7%-24.2pp | 72.4%-34.9pp | 67.2%-29.7pp |
| Annual return | 21.39% | 28.47%-7.1pp | 30.20%-8.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $155 | $2,015-92.3% | $3,430-95.5% | $2,670-94.2% |
| Participant deferral / active EE | $1,117 | $3,108-64.1% | $4,798-76.7% | $4,125-72.9% |
| Admin fee / account holder | $119 | $4,862-97.5% | $7,748-98.5% | $5,651-97.9% |