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 | $1,976 | $51,175-96.1% | $70,515-97.2% | $75,163-97.4% |
| Participation rate | 59.7% | 60.9%-1.2pp | 68.3%-8.6pp | 67.2%-7.5pp |
| Annual return | 102.72% | 30.02%+72.7pp | 32.77%+69.9pp | 160.62%-57.9pp |
| Employer contribution / active EE | $527 | $1,826-71.1% | $2,973-82.3% | $2,670-80.2% |
| Participant deferral / active EE | $971 | $2,849-65.9% | $4,567-78.7% | $4,125-76.5% |
| Admin fee / account holder | $71 | $4,091-98.3% | $6,412-98.9% | $5,651-98.7% |