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 | $4,132 | $105,931-96.1% | $81,930-95.0% | $158,922-97.4% |
| Participation rate | 59.1% | 75.6%-16.5pp | 72.0%-12.9pp | 82.0%-22.9pp |
| Annual return | 9.40% | 38.17%-28.8pp | 29.49%-20.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $826 | $13,003-93.7% | $7,107-88.4% | $5,982-86.2% |
| Admin fee / account holder | $170 | $8,489-98.0% | $5,158-96.7% | $11,246-98.5% |