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 3-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 | $19,863 | $109,881-81.9% | $150,045-86.8% | $84,808-76.6% |
| Participation rate | 62.9% | 76.1%-13.2pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 23.48% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,402 | $3,561-60.6% | $4,693-70.1% | $2,631-46.7% |
| Participant deferral / active EE | $3,806 | $6,636-42.6% | $7,997-52.4% | $4,212-9.6% |
| Admin fee / account holder | $287 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |