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 10-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.
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 | $8,622 | $57,281-84.9% | $86,612-90.0% | $75,163-88.5% |
| Participation rate | 36.2% | 63.2%-27.0pp | 71.7%-35.5pp | 67.2%-31.0pp |
| Annual return | 73.23% | 2670.75%-2597.5pp | 591.07%-517.8pp | 160.62%-87.4pp |
| Employer contribution / active EE | $819 | $2,314-64.6% | $3,022-72.9% | $2,670-69.3% |
| Participant deferral / active EE | $1,233 | $3,318-62.8% | $4,438-72.2% | $4,125-70.1% |
| Admin fee / account holder | $124 | $4,112-97.0% | $5,614-97.8% | $5,651-97.8% |