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 | $5,861 | $65,561-91.1% | $86,188-93.2% | $75,163-92.2% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 25.37% | 46.05%-20.7pp | 1168.45%-1143.1pp | 160.62%-135.2pp |
| Employer contribution / active EE | $659 | $1,553-57.5% | $2,380-72.3% | $2,670-75.3% |
| Participant deferral / active EE | $1,412 | $3,024-53.3% | $3,985-64.6% | $4,125-65.8% |
| Admin fee / account holder | $142 | $5,474-97.4% | $6,852-97.9% | $5,651-97.5% |