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 4-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 | $3,512 | $46,553-92.5% | $64,056-94.5% | $75,163-95.3% |
| Participation rate | 56.4% | 65.9%-9.5pp | 72.3%-15.9pp | 67.2%-10.8pp |
| Annual return | 25.47% | 26.03%-0.6pp | 33.69%-8.2pp | 160.62%-135.1pp |
| Employer contribution / active EE | $482 | $1,974-75.6% | $2,747-82.5% | $2,670-81.9% |
| Participant deferral / active EE | $1,152 | $2,837-59.4% | $3,880-70.3% | $4,125-72.1% |
| Admin fee / account holder | $226 | $2,952-92.4% | $3,068-92.6% | $5,651-96.0% |