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 | $7,975 | $52,279-84.7% | $89,391-91.1% | $79,858-90.0% |
| Participation rate | 58.9% | 57.5%+1.4pp | 68.0%-9.1pp | 69.6%-10.7pp |
| Annual return | 23.84% | 22.16%+1.7pp | 245.62%-221.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $276 | $1,572-82.4% | $2,586-89.3% | $2,471-88.8% |
| Participant deferral / active EE | $2,128 | $2,740-22.3% | $3,890-45.3% | $3,740-43.1% |
| Admin fee / account holder | $54 | $3,356-98.4% | $4,881-98.9% | $5,306-99.0% |