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 4-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 | $2,937 | $77,899-96.2% | $149,673-98.0% | $75,163-96.1% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 30.51% | 31.72%-1.2pp | 134.42%-103.9pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,058 | $3,411-69.0% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $186 | $5,956-96.9% | $13,210-98.6% | $5,651-96.7% |