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 | $9,607 | $43,327-77.8% | $59,878-84.0% | $64,186-85.0% |
| Participation rate | 39.4% | 69.2%-29.8pp | 74.7%-35.3pp | 69.6%-30.2pp |
| Annual return | 108.19% | -1.55%+109.7pp | 3.46%+104.7pp | 7.63%+100.6pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,336 | $2,546-47.5% | $3,402-60.7% | $3,470-61.5% |
| Admin fee / account holder | $45 | $3,005-98.5% | $3,590-98.7% | $4,888-99.1% |