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 | $8,734 | $85,202-89.7% | $172,739-94.9% | $72,985-88.0% |
| Participation rate | 59.1% | 70.1%-11.0pp | 82.6%-23.6pp | 69.5%-10.4pp |
| Annual return | 16.11% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $762 | $3,324-77.1% | $5,143-85.2% | $2,440-68.8% |
| Participant deferral / active EE | $1,246 | $3,260-61.8% | $5,198-76.0% | $3,607-65.5% |
| Admin fee / account holder | $145 | $5,884-97.5% | $13,954-99.0% | $5,124-97.2% |