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 | $20,718 | $106,749-80.6% | $145,433-85.8% | $82,448-74.9% |
| Participation rate | 29.6% | 75.6%-46.0pp | 82.1%-52.5pp | 68.1%-38.4pp |
| Annual return | 23.25% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $725 | $3,444-78.9% | $4,554-84.1% | $2,551-71.6% |
| Participant deferral / active EE | $1,535 | $6,519-76.4% | $7,897-80.6% | $4,139-62.9% |
| Admin fee / account holder | $89 | $8,390-98.9% | $13,129-99.3% | $7,234-98.8% |