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 | $1,063 | $27,839-96.2% | $58,482-98.2% | $71,457-98.5% |
| Participation rate | 43.5% | 34.5%+9.0pp | 50.9%-7.4pp | 67.9%-24.4pp |
| Annual return | 32.35% | 26.81%+5.5pp | 4239.32%-4207.0pp | 28.85%+3.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $369 | $1,206-69.4% | $1,924-80.8% | $4,289-91.4% |
| Admin fee / account holder | $53 | $1,641-96.8% | $2,516-97.9% | $1,587-96.6% |