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 | $4,770 | $88,583-94.6% | $88,497-94.6% | $273,961-98.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.4%-32.4pp | 83.0%-33.0pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,630 | $4,502-63.8% | $4,036-59.6% | $4,869-66.5% |
| Participant deferral / active EE | $1,786 | $4,891-63.5% | $4,899-63.5% | $5,287-66.2% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |