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 | $4,747 | $75,828-93.7% | $147,614-96.8% | $59,632-92.0% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | 2.36% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $732 | $3,485-79.0% | $5,564-86.8% | $2,203-66.8% |
| Participant deferral / active EE | $1,512 | $3,130-51.7% | $4,895-69.1% | $3,192-52.6% |
| Admin fee / account holder | $186 | $5,985-96.9% | $11,611-98.4% | $4,297-95.7% |