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 | $2,315 | $51,175-95.5% | $70,515-96.7% | $75,163-96.9% |
| Participation rate | 55.3% | 60.9%-5.6pp | 68.3%-13.0pp | 67.2%-11.9pp |
| Annual return | 68.83% | 30.02%+38.8pp | 32.77%+36.1pp | 160.62%-91.8pp |
| Employer contribution / active EE | $550 | $1,826-69.9% | $2,973-81.5% | $2,670-79.4% |
| Participant deferral / active EE | $1,433 | $2,849-49.7% | $4,567-68.6% | $4,125-65.3% |
| Admin fee / account holder | $154 | $4,091-96.2% | $6,412-97.6% | $5,651-97.3% |