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 | $24,748 | $59,263-58.2% | $96,562-74.4% | $79,386-68.8% |
| Participation rate | 43.2% | 61.9%-18.7pp | 69.8%-26.6pp | 70.7%-27.5pp |
| Annual return | 153.60% | 27.07%+126.5pp | 37.78%+115.8pp | 116.85%+36.8pp |
| Employer contribution / active EE | $970 | $1,216-20.2% | $2,356-58.8% | $2,427-60.0% |
| Participant deferral / active EE | $2,209 | $2,948-25.1% | $3,849-42.6% | $4,046-45.4% |
| Admin fee / account holder | $82 | $658-87.6% | $6,181-98.7% | $626-87.0% |