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 5-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 | $3,451 | $27,839-87.6% | $58,482-94.1% | $71,457-95.2% |
| Participation rate | 48.5% | 34.5%+14.0pp | 50.9%-2.3pp | 67.9%-19.4pp |
| Annual return | 19.58% | 26.81%-7.2pp | 4239.32%-4219.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $422 | $631-33.1% | $1,053-59.9% | $2,588-83.7% |
| Participant deferral / active EE | $519 | $1,206-56.9% | $1,924-73.0% | $4,289-87.9% |
| Admin fee / account holder | $295 | $1,641-82.0% | $2,516-88.3% | $1,587-81.4% |