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 | $2,786 | $46,464-94.0% | $150,298-98.1% | $79,634-96.5% |
| Participation rate | 55.0% | 57.0%-2.0pp | 77.8%-22.8pp | 62.5%-7.5pp |
| Annual return | 21.11% | 27.89%-6.8pp | 62.79%-41.7pp | 36.46%-15.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $674 | $2,157-68.8% | $5,453-87.6% | $3,835-82.4% |
| Admin fee / account holder | $93 | $891-89.5% | $14,116-99.3% | $1,002-90.7% |