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.
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 | $11,040 | $52,279-78.9% | $89,391-87.6% | $79,858-86.2% |
| Participation rate | 64.5% | 57.5%+7.0pp | 68.0%-3.5pp | 69.6%-5.1pp |
| Annual return | 33.10% | 22.16%+10.9pp | 245.62%-212.5pp | 31.71%+1.4pp |
| Employer contribution / active EE | $1,909 | $1,572+21.5% | $2,586-26.2% | $2,471-22.7% |
| Participant deferral / active EE | $3,661 | $2,740+33.6% | $3,890-5.9% | $3,740-2.1% |
| Admin fee / account holder | $283 | $3,356-91.6% | $4,881-94.2% | $5,306-94.7% |