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 | $3,063 | $109,982-97.2% | $97,226-96.8% | $145,922-97.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 15.79% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $364 | $3,084-88.2% | $2,729-86.7% | $4,660-92.2% |
| Participant deferral / active EE | $859 | $4,676-81.6% | $4,264-79.9% | $6,688-87.2% |
| Admin fee / account holder | $135 | $6,221-97.8% | $5,654-97.6% | $13,397-99.0% |