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 7-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 | $28,659 | $209,411-86.3% | $178,490-83.9% | $158,922-82.0% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 32.62% | 188.75%-156.1pp | 151.07%-118.4pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,798 | $5,706-68.5% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $4,550 | $5,954-23.6% | $5,202-12.5% | $5,982-23.9% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |