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 5-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 | $1,951 | $27,839-93.0% | $58,482-96.7% | $71,457-97.3% |
| Participation rate | 67.6% | 34.5%+33.1pp | 50.9%+16.8pp | 67.9%-0.3pp |
| Annual return | 24.42% | 26.81%-2.4pp | 4239.32%-4214.9pp | 28.85%-4.4pp |
| Employer contribution / active EE | $270 | $631-57.2% | $1,053-74.4% | $2,588-89.6% |
| Participant deferral / active EE | $468 | $1,206-61.2% | $1,924-75.7% | $4,289-89.1% |
| Admin fee / account holder | $161 | $1,641-90.2% | $2,516-93.6% | $1,587-89.8% |