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 7-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 | $18,407 | $65,041-71.7% | $90,951-79.8% | $79,858-77.0% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 434.76% | 30.45%+404.3pp | 134.60%+300.2pp | 31.71%+403.0pp |
| Employer contribution / active EE | $1,314 | $1,247+5.4% | $2,122-38.1% | $2,471-46.8% |
| Participant deferral / active EE | $4,691 | $2,512+86.7% | $3,373+39.1% | $3,740+25.4% |
| Admin fee / account holder | $53 | $4,536-98.8% | $5,959-99.1% | $5,306-99.0% |