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 | $3,740 | $57,590-93.5% | $86,233-95.7% | $82,448-95.5% |
| Participation rate | 52.5% | 57.9%-5.4pp | 69.0%-16.5pp | 68.1%-15.6pp |
| Annual return | 28.57% | 22.41%+6.2pp | 61.39%-32.8pp | 41.64%-13.1pp |
| Employer contribution / active EE | $304 | $1,655-81.6% | $2,504-87.9% | $2,551-88.1% |
| Participant deferral / active EE | $524 | $3,080-83.0% | $4,559-88.5% | $4,139-87.3% |
| Admin fee / account holder | $164 | $4,730-96.5% | $8,342-98.0% | $7,234-97.7% |