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 | $19,468 | $202,318-90.4% | $172,739-88.7% | $152,861-87.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 37.20% | 1029.65%-992.5pp | 802.84%-765.6pp | 345.32%-308.1pp |
| Employer contribution / active EE | $2,547 | $5,856-56.5% | $5,143-50.5% | $4,762-46.5% |
| Participant deferral / active EE | $5,507 | $5,948-7.4% | $5,198+5.9% | $5,850-5.9% |
| Admin fee / account holder | $221 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |