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 | $3,339 | $149,040-97.8% | $120,225-97.2% | $137,256-97.6% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 26.76% | 605.68%-578.9pp | 439.23%-412.5pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $630 | $4,655-86.5% | $3,999-84.2% | $6,407-90.2% |
| Admin fee / account holder | $49 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |