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 | $4,729 | $57,016-91.7% | $84,966-94.4% | $80,856-94.2% |
| Participation rate | 66.7% | 56.3%+10.3pp | 67.5%-0.8pp | 67.6%-1.0pp |
| Annual return | 11.31% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $436 | $1,798-75.7% | $2,727-84.0% | $2,755-84.2% |
| Participant deferral / active EE | $868 | $3,110-72.1% | $4,519-80.8% | $4,296-79.8% |
| Admin fee / account holder | $109 | $4,980-97.8% | $6,149-98.2% | $6,918-98.4% |