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 3-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 | $12,146 | $126,574-90.4% | $106,213-88.6% | $145,922-91.7% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 22.32% | 224.79%-202.5pp | 116.14%-93.8pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,422 | $3,730-61.9% | $3,171-55.1% | $4,660-69.5% |
| Participant deferral / active EE | $4,190 | $5,724-26.8% | $5,016-16.5% | $6,688-37.3% |
| Admin fee / account holder | $19 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |