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 | $1,969 | $55,415-96.4% | $155,509-98.7% | $74,495-97.4% |
| Participation rate | 44.1% | 61.9%-17.8pp | 78.2%-34.1pp | 67.2%-23.1pp |
| Annual return | 127.10% | 268.50%-141.4pp | 64.67%+62.4pp | 1364.94%-1237.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $803 | $2,836-71.7% | $5,626-85.7% | $4,346-81.5% |
| Admin fee / account holder | $106 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |