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 9-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 | $8,386 | $104,907-92.0% | $84,611-90.1% | $152,861-94.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 24.96% | 373.79%-348.8pp | 258.74%-233.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $897 | $3,302-72.8% | $2,652-66.2% | $4,762-81.2% |
| Participant deferral / active EE | $897 | $4,688-80.9% | $3,899-77.0% | $5,850-84.7% |
| Admin fee / account holder | $46 | $6,241-99.3% | $4,912-99.1% | $11,596-99.6% |