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 | $14,114 | $63,355-77.7% | $91,989-84.7% | $72,985-80.7% |
| Participation rate | 43.3% | 72.5%-29.2pp | 78.6%-35.3pp | 69.5%-26.2pp |
| Annual return | 225.70% | 35.35%+190.4pp | 69.02%+156.7pp | 81.00%+144.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,105 | $4,883-15.9% | $5,923-30.7% | $3,607+13.8% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |