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 | $9,598 | $57,281-83.2% | $86,612-88.9% | $75,163-87.2% |
| Participation rate | 68.8% | 63.2%+5.6pp | 71.7%-2.9pp | 67.2%+1.6pp |
| Annual return | 86.00% | 2670.75%-2584.8pp | 591.07%-505.1pp | 160.62%-74.6pp |
| Employer contribution / active EE | $1,249 | $2,314-46.1% | $3,022-58.7% | $2,670-53.2% |
| Participant deferral / active EE | $2,870 | $3,318-13.5% | $4,438-35.3% | $4,125-30.4% |
| Admin fee / account holder | $31 | $4,112-99.3% | $5,614-99.5% | $5,651-99.5% |