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 | $1,491 | $29,660-95.0% | $56,411-97.4% | $80,856-98.2% |
| Participation rate | 65.0% | 41.6%+23.4pp | 52.5%+12.5pp | 67.6%-2.6pp |
| Annual return | 29.77% | 35.23%-5.5pp | 1701.33%-1671.6pp | 35.59%-5.8pp |
| Employer contribution / active EE | $208 | $669-68.9% | $1,039-80.0% | $2,755-92.4% |
| Participant deferral / active EE | $484 | $1,226-60.6% | $1,952-75.2% | $4,296-88.7% |
| Admin fee / account holder | $3 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |