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 6-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 | $8,192 | $95,416-91.4% | $185,823-95.6% | $85,850-90.5% |
| Participation rate | 47.4% | 68.8%-21.4pp | 81.7%-34.3pp | 69.3%-21.9pp |
| Annual return | 36.64% | 23.59%+13.1pp | 122.05%-85.4pp | 318.53%-281.9pp |
| Employer contribution / active EE | $636 | $3,314-80.8% | $5,167-87.7% | $2,565-75.2% |
| Participant deferral / active EE | $2,374 | $3,423-30.7% | $5,568-57.4% | $3,952-39.9% |
| Admin fee / account holder | $252 | $7,213-96.5% | $16,237-98.4% | $6,260-96.0% |