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 10-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 | $13,137 | $152,460-91.4% | $118,746-88.9% | $147,584-91.1% |
| Participation rate | 68.2% | 82.3%-14.1pp | 78.3%-10.1pp | 82.8%-14.6pp |
| Annual return | 19.69% | 17.41%+2.3pp | 24.54%-4.8pp | 578.55%-558.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,271 | $6,212-79.5% | $5,332-76.2% | $5,439-76.6% |
| Admin fee / account holder | $53 | $16,953-99.7% | $10,720-99.5% | $10,885-99.5% |