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 | $1,017 | $30,400-96.7% | $53,898-98.1% | $84,808-98.8% |
| Participation rate | 56.3% | 46.4%+9.8pp | 55.0%+1.3pp | 68.3%-12.1pp |
| Annual return | 39.71% | 500.19%-460.5pp | 528.60%-488.9pp | 40.90%-1.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $356 | $1,199-70.3% | $1,826-80.5% | $4,212-91.6% |
| Admin fee / account holder | $4 | $1,993-99.8% | $2,491-99.8% | $7,344-99.9% |