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 | $2,004 | $86,922-97.7% | $102,438-98.0% | $80,874-97.5% |
| Participation rate | 28.2% | 72.4%-44.2pp | 76.5%-48.3pp | 67.6%-39.4pp |
| Annual return | 16.90% | 18.90%-2.0pp | 29.37%-12.5pp | 35.62%-18.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $204 | $4,119-95.1% | $5,054-96.0% | $4,297-95.3% |
| Admin fee / account holder | $107 | $8,050-98.7% | $9,448-98.9% | $6,935-98.5% |