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 | $5,917 | $49,922-88.1% | $80,569-92.7% | $75,163-92.1% |
| Participation rate | 67.6% | 55.3%+12.3pp | 67.0%+0.6pp | 67.2%+0.5pp |
| Annual return | 43.52% | 34.69%+8.8pp | 935.43%-891.9pp | 160.62%-117.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,802 | $2,990-6.3% | $4,447-37.0% | $4,125-32.1% |
| Admin fee / account holder | $240 | $3,577-93.3% | $5,377-95.5% | $5,651-95.7% |