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 4-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 | $4,805 | $65,561-92.7% | $86,188-94.4% | $75,163-93.6% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.0%-0.5pp | 67.2%+1.2pp |
| Annual return | 26.15% | 46.05%-19.9pp | 1168.45%-1142.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $877 | $1,553-43.5% | $2,380-63.1% | $2,670-67.1% |
| Participant deferral / active EE | $1,254 | $3,024-58.5% | $3,985-68.5% | $4,125-69.6% |
| Admin fee / account holder | $133 | $5,474-97.6% | $6,852-98.1% | $5,651-97.6% |