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 | $5,861 | $46,553-87.4% | $64,056-90.9% | $75,163-92.2% |
| Participation rate | 50.6% | 65.9%-15.3pp | 72.3%-21.7pp | 67.2%-16.6pp |
| Annual return | 23.57% | 26.03%-2.5pp | 33.69%-10.1pp | 160.62%-137.1pp |
| Employer contribution / active EE | $682 | $1,974-65.5% | $2,747-75.2% | $2,670-74.5% |
| Participant deferral / active EE | $863 | $2,837-69.6% | $3,880-77.8% | $4,125-79.1% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |