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 | $10,226 | $159,934-93.6% | $147,005-93.0% | $145,959-93.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 61.71% | 98.24%-36.5pp | 418.76%-357.1pp | 561.95%-500.2pp |
| Employer contribution / active EE | $2,320 | $5,287-56.1% | $4,934-53.0% | $4,661-50.2% |
| Participant deferral / active EE | $5,476 | $8,427-35.0% | $8,070-32.1% | $6,689-18.1% |
| Admin fee / account holder | $181 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |