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 | $560 | $42,886-98.7% | $88,946-99.4% | $85,563-99.3% |
| Participation rate | 20.3% | 37.9%-17.7pp | 68.8%-48.6pp | 66.0%-45.7pp |
| Annual return | 24.88% | 44.56%-19.7pp | 57.82%-32.9pp | 31.51%-6.6pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $25 | $2,108-98.8% | $4,581-99.5% | $4,375-99.4% |
| Admin fee / account holder | $18 | $2,263-99.2% | $8,261-99.8% | $834-97.9% |