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 | $7,659 | $59,101-87.0% | $77,163-90.1% | $75,163-89.8% |
| Participation rate | 36.8% | 63.9%-27.0pp | 69.6%-32.7pp | 67.2%-30.3pp |
| Annual return | 43.19% | 26.71%+16.5pp | 37.87%+5.3pp | 160.62%-117.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,008 | $2,999-33.0% | $3,833-47.6% | $4,125-51.3% |
| Admin fee / account holder | $40 | $4,774-99.2% | $5,472-99.3% | $5,651-99.3% |