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 3-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 | $15,222 | $86,929-82.5% | $102,423-85.1% | $80,856-81.2% |
| Participation rate | 60.2% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.4pp |
| Annual return | 14.06% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,033 | $2,369-56.4% | $3,023-65.8% | $2,755-62.5% |
| Participant deferral / active EE | $2,575 | $4,118-37.5% | $5,053-49.0% | $4,296-40.1% |
| Admin fee / account holder | $249 | $8,049-96.9% | $9,451-97.4% | $6,918-96.4% |