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 3-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 | $7,792 | $156,846-95.0% | $121,098-93.6% | $139,434-94.4% |
| Participation rate | 13.3% | 76.4%-63.1pp | 69.5%-56.2pp | 80.3%-67.0pp |
| Annual return | 9.97% | 1474.56%-1464.6pp | 985.75%-975.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $828 | $5,536-85.0% | $4,164-80.1% | $4,751-82.6% |
| Participant deferral / active EE | $1,485 | $4,844-69.3% | $4,080-63.6% | $6,710-77.9% |
| Admin fee / account holder | $159 | $6,946-97.7% | $5,644-97.2% | $11,403-98.6% |