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 7-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 | $9,842 | $72,277-86.4% | $101,248-90.3% | $79,858-87.7% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 44.76% | 22.30%+22.5pp | 46.47%-1.7pp | 31.71%+13.0pp |
| Employer contribution / active EE | $632 | $2,692-76.5% | $3,660-82.7% | $2,471-74.4% |
| Participant deferral / active EE | $1,188 | $3,282-63.8% | $4,370-72.8% | $3,740-68.2% |
| Admin fee / account holder | $25 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |