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 10-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 | $7,596 | $60,124-87.4% | $90,404-91.6% | $79,858-90.5% |
| Participation rate | 62.1% | 65.0%-2.9pp | 72.7%-10.6pp | 69.6%-7.6pp |
| Annual return | 30.74% | 71.94%-41.2pp | 1293.02%-1262.3pp | 31.71%-1.0pp |
| Employer contribution / active EE | $627 | $2,068-69.7% | $3,262-80.8% | $2,471-74.6% |
| Participant deferral / active EE | $1,131 | $2,938-61.5% | $3,963-71.5% | $3,740-69.7% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |