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 4-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 | $15,247 | $81,460-81.3% | $103,333-85.2% | $80,856-81.1% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 18.91% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,484 | $3,105-52.2% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $3,112 | $3,869-19.6% | $5,057-38.5% | $4,296-27.6% |
| Admin fee / account holder | $134 | $6,566-98.0% | $8,355-98.4% | $6,918-98.1% |