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 | $1,665 | $51,576-96.8% | $129,207-98.7% | $80,856-97.9% |
| Participation rate | 62.5% | 57.0%+5.5pp | 69.6%-7.1pp | 67.6%-5.1pp |
| Annual return | 15.55% | 20.81%-5.3pp | 9417.33%-9401.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $814 | $2,669-69.5% | $4,168-80.5% | $4,296-81.0% |
| Admin fee / account holder | $57 | $4,305-98.7% | $7,715-99.3% | $6,918-99.2% |