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 | $12,249 | $110,257-88.9% | $96,544-87.3% | $139,434-91.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.83% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,459 | $3,620-59.7% | $2,965-50.8% | $4,751-69.3% |
| Participant deferral / active EE | $1,736 | $5,548-68.7% | $4,851-64.2% | $6,710-74.1% |
| Admin fee / account holder | $139 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |