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 10-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 | $10,090 | $101,069-90.0% | $81,478-87.6% | $147,584-93.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 34.13% | 32.40%+1.7pp | 38.78%-4.6pp | 578.55%-544.4pp |
| Employer contribution / active EE | $941 | $3,205-70.7% | $2,568-63.4% | $4,876-80.7% |
| Participant deferral / active EE | $1,425 | $4,242-66.4% | $3,537-59.7% | $5,439-73.8% |
| Admin fee / account holder | $111 | $5,812-98.1% | $4,561-97.6% | $10,885-99.0% |