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 | $4,694 | $67,331-93.0% | $60,874-92.3% | $134,475-96.5% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.1%-34.2pp | 81.2%-42.3pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $480 | $3,096-84.5% | $2,701-82.2% | $4,740-89.9% |
| Participant deferral / active EE | $1,883 | $4,538-58.5% | $3,817-50.7% | $6,400-70.6% |
| Admin fee / account holder | $14 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |