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 7-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 | $2,558 | $37,426-93.2% | $77,482-96.7% | $79,858-96.8% |
| Participation rate | 18.2% | 41.5%-23.3pp | 54.2%-36.0pp | 69.6%-51.5pp |
| Annual return | 67.58% | 39.70%+27.9pp | 54.79%+12.8pp | 31.71%+35.9pp |
| Employer contribution / active EE | $205 | $637-67.8% | $986-79.2% | $2,471-91.7% |
| Participant deferral / active EE | $330 | $1,260-73.8% | $1,861-82.3% | $3,740-91.2% |
| Admin fee / account holder | $6 | $2,504-99.8% | $2,858-99.8% | $5,306-99.9% |