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 3-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 | $5,361 | $71,050-92.5% | $93,606-94.3% | $80,856-93.4% |
| Participation rate | 47.6% | 60.4%-12.8pp | 68.7%-21.1pp | 67.6%-20.0pp |
| Annual return | 27.80% | 11.26%+16.5pp | 133.20%-105.4pp | 35.59%-7.8pp |
| Employer contribution / active EE | $925 | $1,564-40.8% | $2,420-61.8% | $2,755-66.4% |
| Participant deferral / active EE | $1,359 | $4,034-66.3% | $4,411-69.2% | $4,296-68.4% |
| Admin fee / account holder | $73 | $6,945-99.0% | $8,285-99.1% | $6,918-98.9% |