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 | $1,657 | $96,635-98.3% | $86,612-98.1% | $139,434-98.8% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 43.65% | 106.41%-62.8pp | 591.07%-547.4pp | 372.94%-329.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $852 | $4,836-82.4% | $4,438-80.8% | $6,710-87.3% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |