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 7-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 | $9,673 | $190,805-94.9% | $159,960-94.0% | $134,475-92.8% |
| Participation rate | 68.4% | 81.9%-13.5pp | 78.0%-9.5pp | 81.2%-12.8pp |
| Annual return | -20.09% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,273 | $4,995-74.5% | $4,226-69.9% | $4,740-73.2% |
| Participant deferral / active EE | $1,813 | $6,923-73.8% | $6,182-70.7% | $6,400-71.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |