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 | $1,132 | $29,319-96.1% | $52,425-97.8% | $82,448-98.6% |
| Participation rate | 69.8% | 46.9%+22.9pp | 55.6%+14.1pp | 68.1%+1.7pp |
| Annual return | 26.35% | 535.20%-508.8pp | 302.12%-275.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $363 | $1,171-69.0% | $1,790-79.7% | $4,139-91.2% |
| Admin fee / account holder | $57 | $1,962-97.1% | $2,495-97.7% | $7,234-99.2% |