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 | $10,646 | $109,413-90.3% | $156,263-93.2% | $84,808-87.4% |
| Participation rate | 68.0% | 72.7%-4.7pp | 78.9%-10.9pp | 68.3%-0.3pp |
| Annual return | 20.63% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $923 | $2,907-68.3% | $4,333-78.7% | $2,631-64.9% |
| Participant deferral / active EE | $2,875 | $4,590-37.4% | $6,158-53.3% | $4,212-31.7% |
| Admin fee / account holder | $293 | $9,357-96.9% | $14,255-97.9% | $7,344-96.0% |