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 | $3,451 | $52,353-93.4% | $120,225-97.1% | $82,448-95.8% |
| Participation rate | 22.4% | 58.3%-35.9pp | 69.6%-47.2pp | 68.1%-45.7pp |
| Annual return | 23.82% | 61.85%-38.0pp | 439.23%-415.4pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $208 | $2,627-92.1% | $3,999-94.8% | $4,139-95.0% |
| Admin fee / account holder | $3 | $4,363-99.9% | $5,696-100.0% | $7,234-100.0% |