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 9-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 | $7,554 | $50,958-85.2% | $74,550-89.9% | $64,186-88.2% |
| Participation rate | 40.4% | 61.1%-20.7pp | 69.1%-28.8pp | 69.6%-29.2pp |
| Annual return | -1.48% | -1.86%+0.4pp | 32.53%-34.0pp | 7.63%-9.1pp |
| Employer contribution / active EE | $638 | $1,115-42.8% | $1,961-67.5% | $2,381-73.2% |
| Participant deferral / active EE | $1,526 | $2,301-33.7% | $3,108-50.9% | $3,470-56.0% |
| Admin fee / account holder | $7 | $4,223-99.8% | $5,060-99.9% | $4,888-99.9% |