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 | $27,067 | $83,477-67.6% | $125,175-78.4% | $72,985-62.9% |
| Participation rate | 67.5% | 73.3%-5.8pp | 79.8%-12.3pp | 69.5%-2.0pp |
| Annual return | 21.31% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,794 | $2,345-23.5% | $3,865-53.6% | $2,440-26.5% |
| Participant deferral / active EE | $2,091 | $3,585-41.7% | $4,937-57.7% | $3,607-42.0% |
| Admin fee / account holder | $231 | $5,517-95.8% | $9,702-97.6% | $5,124-95.5% |