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 8-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 | $23,329 | $80,968-71.2% | $96,544-75.8% | $75,163-69.0% |
| Participation rate | 48.5% | 71.8%-23.3pp | 76.0%-27.5pp | 67.2%-18.7pp |
| Annual return | 22.09% | 27.06%-5.0pp | 25.84%-3.8pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,072 | $3,928-21.8% | $4,851-36.7% | $4,125-25.5% |
| Admin fee / account holder | $206 | $6,724-96.9% | $8,252-97.5% | $5,651-96.4% |