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 | $1,374 | $24,730-94.4% | $66,042-97.9% | $84,808-98.4% |
| Participation rate | 69.6% | 68.1%+1.5pp | 67.5%+2.1pp | 68.3%+1.3pp |
| Annual return | 24.83% | 79.55%-54.7pp | 52.11%-27.3pp | 40.90%-16.1pp |
| Employer contribution / active EE | $267 | $857-68.8% | $1,579-83.1% | $2,631-89.8% |
| Participant deferral / active EE | $1,187 | $1,737-31.6% | $2,835-58.1% | $4,212-71.8% |
| Admin fee / account holder | $172 | $3,014-94.3% | $5,747-97.0% | $7,344-97.7% |