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 8-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 | $5,264 | $106,890-95.1% | $84,015-93.7% | $152,861-96.6% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 35.49% | 104.99%-69.5pp | 71.31%-35.8pp | 345.32%-309.8pp |
| Employer contribution / active EE | $760 | $2,734-72.2% | $1,983-61.7% | $4,762-84.0% |
| Participant deferral / active EE | $1,051 | $4,011-73.8% | $3,239-67.6% | $5,850-82.0% |
| Admin fee / account holder | $163 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |