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 | $25,173 | $152,587-83.5% | $125,175-79.9% | $152,861-83.5% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 21.60% | 54.84%-33.2pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,978 | $5,868-66.3% | $4,937-59.9% | $5,850-66.2% |
| Admin fee / account holder | $206 | $13,434-98.5% | $9,702-97.9% | $11,596-98.2% |