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 | $12,637 | $118,680-89.4% | $98,907-87.2% | $158,922-92.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $510 | $3,333-84.7% | $2,689-81.0% | $4,761-89.3% |
| Participant deferral / active EE | $5,372 | $5,088+5.6% | $4,244+26.6% | $5,982-10.2% |
| Admin fee / account holder | $38 | $10,131-99.6% | $6,642-99.4% | $11,246-99.7% |