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 | $3,579 | $107,452-96.7% | $91,541-96.1% | $142,382-97.5% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.8%-0.5pp | 80.1%-10.9pp |
| Annual return | 24.17% | 22.06%+2.1pp | 20.50%+3.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,287 | $4,754-72.9% | $4,008-67.9% | $6,507-80.2% |
| Admin fee / account holder | $105 | $8,834-98.8% | $6,956-98.5% | $12,624-99.2% |