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 6-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 | $8,153 | $65,365-87.5% | $92,893-91.2% | $72,985-88.8% |
| Participation rate | 46.4% | 68.3%-21.9pp | 76.0%-29.6pp | 69.5%-23.1pp |
| Annual return | 69.92% | 42.10%+27.8pp | 109.41%-39.5pp | 81.00%-11.1pp |
| Employer contribution / active EE | $865 | $2,594-66.7% | $3,653-76.3% | $2,440-64.6% |
| Participant deferral / active EE | $2,170 | $3,128-30.6% | $4,236-48.8% | $3,607-39.8% |
| Admin fee / account holder | $196 | $4,251-95.4% | $5,794-96.6% | $5,124-96.2% |