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 | $2,320 | $81,248-97.1% | $155,509-98.5% | $80,856-97.1% |
| Participation rate | 67.2% | 66.2%+0.9pp | 78.2%-11.0pp | 67.6%-0.5pp |
| Annual return | 14.38% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $990 | $3,452-71.3% | $5,626-82.4% | $4,296-77.0% |
| Admin fee / account holder | $296 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |