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 8-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 | $15,100 | $127,777-88.2% | $106,548-85.8% | $167,490-91.0% |
| Participation rate | 61.5% | 78.3%-16.7pp | 76.1%-14.6pp | 82.1%-20.6pp |
| Annual return | 13.28% | 33.87%-20.6pp | 26.80%-13.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,243 | $5,087-55.9% | $4,398-49.0% | $6,341-64.6% |
| Admin fee / account holder | $194 | $11,228-98.3% | $7,407-97.4% | $12,309-98.4% |