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 | $6,640 | $152,587-95.6% | $125,175-94.7% | $152,861-95.7% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.4%-18.8pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,717 | $4,946-65.3% | $3,865-55.6% | $4,762-63.9% |
| Participant deferral / active EE | $3,921 | $5,868-33.2% | $4,937-20.6% | $5,850-33.0% |
| Admin fee / account holder | $11 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |