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 3-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 | $801 | $30,400-97.4% | $53,898-98.5% | $84,808-99.1% |
| Participation rate | 69.8% | 46.4%+23.4pp | 55.0%+14.9pp | 68.3%+1.5pp |
| Annual return | 20.28% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $262 | $1,199-78.1% | $1,826-85.6% | $4,212-93.8% |
| Admin fee / account holder | $40 | $1,993-98.0% | $2,491-98.4% | $7,344-99.5% |