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 | $11,495 | $99,341-88.4% | $84,750-86.4% | $273,961-95.8% |
| Participation rate | 58.8% | 80.7%-21.9pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,604 | $4,269-62.4% | $3,712-56.8% | $5,287-69.7% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |