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 | $6,083 | $64,909-90.6% | $82,313-92.6% | $62,292-90.2% |
| Participation rate | 16.4% | 74.9%-58.5pp | 76.9%-60.5pp | 69.5%-53.2pp |
| Annual return | 29.07% | 21.18%+7.9pp | 25.88%+3.2pp | 28.90%+0.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $477 | $3,103-84.6% | $3,706-87.1% | $3,169-84.9% |
| Admin fee / account holder | $166 | $440-62.3% | $5,608-97.0% | $479-65.4% |