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 | $31,310-97.7% | $53,898-98.6% | $74,304-99.0% |
| Participation rate | 39.7% | 30.7%+9.0pp | 55.0%-15.3pp | 60.3%-20.7pp |
| Annual return | 58.24% | 23.16%+35.1pp | 528.60%-470.4pp | 29.43%+28.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $284 | $934-69.6% | $1,826-84.4% | $3,767-92.5% |
| Admin fee / account holder | $88 | $2,175-95.9% | $2,491-96.5% | $2,969-97.0% |