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 | $19,636 | $72,277-72.8% | $101,248-80.6% | $79,858-75.4% |
| Participation rate | 30.6% | 68.5%-37.9pp | 75.8%-45.3pp | 69.6%-39.1pp |
| Annual return | 13.26% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,215 | $2,692-54.9% | $3,660-66.8% | $2,471-50.8% |
| Participant deferral / active EE | $2,080 | $3,282-36.6% | $4,370-52.4% | $3,740-44.4% |
| Admin fee / account holder | $85 | $4,400-98.1% | $5,945-98.6% | $5,306-98.4% |