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 6-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 | $1,019 | $27,915-96.3% | $58,482-98.3% | $75,163-98.6% |
| Participation rate | 54.0% | 38.8%+15.2pp | 50.9%+3.1pp | 67.2%-13.2pp |
| Annual return | 23.08% | 44.20%-21.1pp | 4239.32%-4216.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $322 | $1,201-73.2% | $1,924-83.2% | $4,125-92.2% |
| Admin fee / account holder | $44 | $1,726-97.4% | $2,516-98.2% | $5,651-99.2% |