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 | $5,193 | $80,717-93.6% | $154,803-96.6% | $84,808-93.9% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.3pp | 68.3%-13.5pp |
| Annual return | 24.62% | 37.96%-13.3pp | 58.88%-34.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $390 | $2,761-85.9% | $4,305-91.0% | $2,631-85.2% |
| Participant deferral / active EE | $980 | $3,303-70.3% | $5,540-82.3% | $4,212-76.7% |
| Admin fee / account holder | $167 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |