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 | $14,584 | $63,346-77.0% | $92,233-84.2% | $70,131-79.2% |
| Participation rate | 27.6% | 68.7%-41.1pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 16.79% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,679-80.9% | $2,342-69.9% |
| Participant deferral / active EE | $1,232 | $2,854-56.8% | $3,897-68.4% | $3,332-63.0% |
| Admin fee / account holder | $11 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |