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 | $960 | $29,051-96.7% | $52,425-98.2% | $67,986-98.6% |
| Participation rate | 40.0% | 30.4%+9.6pp | 55.6%-15.6pp | 57.2%-17.2pp |
| Annual return | 23.44% | 24.00%-0.6pp | 302.12%-278.7pp | 31.67%-8.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $280 | $873-67.9% | $1,790-84.4% | $3,358-91.7% |
| Admin fee / account holder | $275 | $2,113-87.0% | $2,495-89.0% | $3,203-91.4% |