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 8-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 | $9,354 | $54,762-82.9% | $90,281-89.6% | $72,985-87.2% |
| Participation rate | 48.0% | 65.1%-17.1pp | 73.3%-25.3pp | 69.5%-21.5pp |
| Annual return | 34.91% | 30.63%+4.3pp | 78.10%-43.2pp | 81.00%-46.1pp |
| Employer contribution / active EE | $989 | $2,092-52.7% | $2,854-65.3% | $2,440-59.4% |
| Participant deferral / active EE | $1,903 | $2,887-34.1% | $3,885-51.0% | $3,607-47.3% |
| Admin fee / account holder | $129 | $3,972-96.7% | $5,351-97.6% | $5,124-97.5% |