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 6-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 | $6,218 | $111,535-94.4% | $105,223-94.1% | $137,256-95.5% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 25.15% | 237.85%-212.7pp | 180.65%-155.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $160 | $5,500-97.1% | $5,072-96.8% | $6,407-97.5% |
| Admin fee / account holder | $33 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |