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 | $12,662 | $54,541-76.8% | $78,778-83.9% | $70,131-81.9% |
| Participation rate | 35.5% | 60.8%-25.3pp | 69.2%-33.7pp | 69.5%-34.1pp |
| Annual return | 19.21% | 21.07%-1.9pp | 35.62%-16.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $372 | $1,089-65.9% | $1,986-81.3% | $2,342-84.1% |
| Participant deferral / active EE | $1,332 | $2,210-39.7% | $2,958-55.0% | $3,332-60.0% |
| Admin fee / account holder | $180 | $3,709-95.1% | $5,134-96.5% | $4,645-96.1% |