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 | $2,469 | $81,248-97.0% | $155,509-98.4% | $80,856-96.9% |
| Participation rate | 61.0% | 66.2%-5.3pp | 78.2%-17.2pp | 67.6%-6.7pp |
| Annual return | 17.04% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $921 | $3,452-73.3% | $5,626-83.6% | $4,296-78.6% |
| Admin fee / account holder | $290 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |