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 4-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 | $722 | $60,022-98.8% | $88,946-99.2% | $84,808-99.1% |
| Participation rate | 47.1% | 57.8%-10.8pp | 68.8%-21.8pp | 68.3%-21.3pp |
| Annual return | 20.21% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $304 | $3,114-90.2% | $4,581-93.4% | $4,212-92.8% |
| Admin fee / account holder | $44 | $4,811-99.1% | $8,261-99.5% | $7,344-99.4% |