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 | $21,951 | $101,317-78.3% | $146,958-85.1% | $74,495-70.5% |
| Participation rate | 12.7% | 75.5%-62.8pp | 82.2%-69.5pp | 67.2%-54.5pp |
| Annual return | 18.24% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $785 | $7,303-89.3% | $8,070-90.3% | $4,346-81.9% |
| Admin fee / account holder | $142 | $1,739-91.9% | $12,998-98.9% | $1,942-92.7% |