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 5-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 | $20,948 | $93,571-77.6% | $135,903-84.6% | $75,163-72.1% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 28.79% | 30.90%-2.1pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $2,474 | $3,537-30.0% | $4,856-49.0% | $2,670-7.3% |
| Participant deferral / active EE | $3,692 | $6,404-42.3% | $7,758-52.4% | $4,125-10.5% |
| Admin fee / account holder | $277 | $6,975-96.0% | $10,762-97.4% | $5,651-95.1% |