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 3-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 | $2,967 | $99,918-97.0% | $81,382-96.4% | $145,922-98.0% |
| Participation rate | 61.5% | 74.2%-12.6pp | 69.5%-7.9pp | 80.3%-18.7pp |
| Annual return | 31.21% | 34.32%-3.1pp | 24.73%+6.5pp | 561.29%-530.1pp |
| Employer contribution / active EE | $469 | $2,978-84.2% | $2,463-80.9% | $4,660-89.9% |
| Participant deferral / active EE | $966 | $4,605-79.0% | $3,883-75.1% | $6,688-85.6% |
| Admin fee / account holder | $2 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |