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 8-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 | $13,560 | $121,625-88.9% | $104,607-87.0% | $158,922-91.5% |
| Participation rate | 35.3% | 77.5%-42.2pp | 74.1%-38.8pp | 82.0%-46.7pp |
| Annual return | 39.15% | 465.26%-426.1pp | 340.46%-301.3pp | 302.83%-263.7pp |
| Employer contribution / active EE | $828 | $3,163-73.8% | $2,681-69.1% | $4,761-82.6% |
| Participant deferral / active EE | $1,907 | $4,177-54.4% | $3,740-49.0% | $5,982-68.1% |
| Admin fee / account holder | $283 | $7,787-96.4% | $6,473-95.6% | $11,246-97.5% |