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 | $12,146 | $93,571-87.0% | $135,903-91.1% | $75,163-83.8% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 35.61% | 30.90%+4.7pp | 68.23%-32.6pp | 160.62%-125.0pp |
| Employer contribution / active EE | $952 | $3,537-73.1% | $4,856-80.4% | $2,670-64.3% |
| Participant deferral / active EE | $3,148 | $6,404-50.8% | $7,758-59.4% | $4,125-23.7% |
| Admin fee / account holder | $106 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |