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 | $12,452 | $72,277-82.8% | $101,248-87.7% | $79,858-84.4% |
| Participation rate | 51.3% | 68.5%-17.2pp | 75.8%-24.5pp | 69.6%-18.4pp |
| Annual return | 35.45% | 22.30%+13.2pp | 46.47%-11.0pp | 31.71%+3.7pp |
| Employer contribution / active EE | $910 | $2,692-66.2% | $3,660-75.1% | $2,471-63.2% |
| Participant deferral / active EE | $2,592 | $3,282-21.0% | $4,370-40.7% | $3,740-30.7% |
| Admin fee / account holder | $208 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |