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 | $728 | $29,051-97.5% | $52,425-98.6% | $67,986-98.9% |
| Participation rate | 39.7% | 30.4%+9.2pp | 55.6%-16.0pp | 57.2%-17.6pp |
| Annual return | 58.24% | 24.00%+34.2pp | 302.12%-243.9pp | 31.67%+26.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $284 | $873-67.4% | $1,790-84.1% | $3,358-91.5% |
| Admin fee / account holder | $88 | $2,113-95.8% | $2,495-96.5% | $3,203-97.2% |