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 | $6,455 | $91,190-92.9% | $178,490-96.4% | $79,858-91.9% |
| Participation rate | 42.7% | 69.2%-26.5pp | 81.9%-39.2pp | 69.6%-26.9pp |
| Annual return | 31.00% | 24.19%+6.8pp | 151.07%-120.1pp | 31.71%-0.7pp |
| Employer contribution / active EE | $661 | $3,256-79.7% | $5,011-86.8% | $2,471-73.3% |
| Participant deferral / active EE | $964 | $3,236-70.2% | $5,202-81.5% | $3,740-74.2% |
| Admin fee / account holder | $223 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |