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 6-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 | $7,841 | $57,016-86.2% | $84,966-90.8% | $80,856-90.3% |
| Participation rate | 59.5% | 56.3%+3.1pp | 67.5%-8.0pp | 67.6%-8.2pp |
| Annual return | 16.90% | 21.66%-4.8pp | 66.38%-49.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $831 | $1,798-53.8% | $2,727-69.5% | $2,755-69.8% |
| Participant deferral / active EE | $1,692 | $3,110-45.6% | $4,519-62.6% | $4,296-60.6% |
| Admin fee / account holder | $298 | $4,980-94.0% | $6,149-95.2% | $6,918-95.7% |