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 7-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 | $5,019 | $59,805-91.6% | $79,550-93.7% | $68,494-92.7% |
| Participation rate | 10.8% | 61.1%-50.3pp | 69.5%-58.7pp | 67.9%-57.1pp |
| Annual return | -19.19% | -12.30%-6.9pp | 0.16%-19.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $211 | $3,024-93.0% | $3,985-94.7% | $4,027-94.8% |
| Admin fee / account holder | $19 | $4,835-99.6% | $6,832-99.7% | $5,403-99.7% |