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 | $1,122 | $57,590-98.1% | $86,233-98.7% | $82,448-98.6% |
| Participation rate | 44.2% | 57.9%-13.7pp | 69.0%-24.8pp | 68.1%-23.9pp |
| Annual return | 25.93% | 22.41%+3.5pp | 61.39%-35.5pp | 41.64%-15.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $267 | $3,080-91.3% | $4,559-94.2% | $4,139-93.6% |
| Admin fee / account holder | $76 | $4,730-98.4% | $8,342-99.1% | $7,234-99.0% |