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.
Employer 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 | $7,984 | $183,519-95.6% | $155,509-94.9% | $145,922-94.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 20.93% | 61.17%-40.2pp | 64.67%-43.7pp | 561.29%-540.4pp |
| Employer contribution / active EE | $739 | $5,313-86.1% | $4,672-84.2% | $4,660-84.1% |
| Participant deferral / active EE | $2,761 | $6,462-57.3% | $5,626-50.9% | $6,688-58.7% |
| Admin fee / account holder | $33 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |