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 | $19,860 | $226,064-91.2% | $182,532-89.1% | $152,861-87.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 31.43% | 192.51%-161.1pp | 148.54%-117.1pp | 345.32%-313.9pp |
| Employer contribution / active EE | $2,482 | $4,978-50.1% | $4,076-39.1% | $4,762-47.9% |
| Participant deferral / active EE | $5,143 | $6,368-19.2% | $5,524-6.9% | $5,850-12.1% |
| Admin fee / account holder | $18 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |