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 10-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 | $16,153 | $113,339-85.7% | $94,993-83.0% | $147,584-89.1% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 12.56% | 20.77%-8.2pp | 27.12%-14.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $368 | $3,160-88.4% | $2,603-85.9% | $4,876-92.5% |
| Participant deferral / active EE | $707 | $3,777-81.3% | $3,317-78.7% | $5,439-87.0% |
| Admin fee / account holder | $289 | $6,063-95.2% | $4,960-94.2% | $10,885-97.3% |