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 | $8,648 | $72,404-88.1% | $110,238-92.2% | $64,186-86.5% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.3pp |
| Annual return | -1.48% | -6.29%+4.8pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $886 | $2,282-61.2% | $3,826-76.9% | $2,381-62.8% |
| Participant deferral / active EE | $2,690 | $3,469-22.5% | $4,672-42.4% | $3,470-22.5% |
| Admin fee / account holder | $27 | $5,664-99.5% | $8,547-99.7% | $4,888-99.4% |