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 | $10,977 | $76,000-85.6% | $154,107-92.9% | $64,186-82.9% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.7pp | 69.6%-10.2pp |
| Annual return | -3.82% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $974 | $3,351-70.9% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $1,920 | $3,175-39.5% | $5,081-62.2% | $3,470-44.7% |
| Admin fee / account holder | $51 | $5,596-99.1% | $13,411-99.6% | $4,888-99.0% |