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 4-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 | $24,692 | $82,978-70.2% | $129,995-81.0% | $71,457-65.4% |
| Participation rate | 51.0% | 74.1%-23.1pp | 78.5%-27.5pp | 67.9%-16.9pp |
| Annual return | 896.39% | 20.60%+875.8pp | -137.18%+1033.6pp | 28.85%+867.5pp |
| Employer contribution / active EE | $890 | $2,622-66.1% | $4,320-79.4% | $2,588-65.6% |
| Participant deferral / active EE | $3,256 | $4,432-26.5% | $5,820-44.1% | $4,289-24.1% |
| Admin fee / account holder | $136 | $1,729-92.2% | $10,614-98.7% | $1,587-91.5% |