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 4-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 | $5,091 | $96,305-94.7% | $80,569-93.7% | $139,434-96.3% |
| Participation rate | 65.0% | 73.6%-8.6pp | 67.0%-2.0pp | 80.3%-15.3pp |
| Annual return | 39.80% | 1350.08%-1310.3pp | 935.43%-895.6pp | 372.94%-333.1pp |
| Employer contribution / active EE | $1,038 | $3,262-68.2% | $2,723-61.9% | $4,751-78.1% |
| Participant deferral / active EE | $1,436 | $5,232-72.5% | $4,447-67.7% | $6,710-78.6% |
| Admin fee / account holder | $21 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |