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 10-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 | $16,882 | $56,199-70.0% | $67,652-75.0% | $59,632-71.7% |
| Participation rate | 51.7% | 71.5%-19.7pp | 75.7%-23.9pp | 68.7%-16.9pp |
| Annual return | 12.99% | 18505.31%-18492.3pp | 6625.04%-6612.0pp | 2041.28%-2028.3pp |
| Employer contribution / active EE | $654 | $1,614-59.5% | $2,266-71.1% | $2,203-70.3% |
| Participant deferral / active EE | $1,278 | $2,844-55.1% | $3,560-64.1% | $3,192-60.0% |
| Admin fee / account holder | $153 | $3,958-96.1% | $4,821-96.8% | $4,297-96.4% |