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 | $3,763 | $123,909-97.0% | $69,647-94.6% | $145,922-97.4% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.5%-23.6pp | 80.3%-37.4pp |
| Annual return | 10.60% | 190.55%-179.9pp | 100.48%-89.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $764 | $4,236-82.0% | $2,886-73.5% | $6,688-88.6% |
| Admin fee / account holder | $47 | $7,863-99.4% | $4,713-99.0% | $13,397-99.6% |