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 | $7,200 | $39,122-81.6% | $57,179-87.4% | $62,891-88.6% |
| Participation rate | 39.6% | 70.5%-30.9pp | 75.3%-35.7pp | 69.3%-29.7pp |
| Annual return | 11.91% | 9.23%+2.7pp | 14.59%-2.7pp | 20.14%-8.2pp |
| Employer contribution / active EE | $474 | $1,874-74.7% | $2,682-82.3% | $2,281-79.2% |
| Participant deferral / active EE | $1,403 | $2,374-40.9% | $3,096-54.7% | $3,203-56.2% |
| Admin fee / account holder | $225 | $2,592-91.3% | $3,139-92.8% | $4,296-94.8% |