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 | $350 | $29,051-98.8% | $52,425-99.3% | $67,986-99.5% |
| Participation rate | 37.7% | 30.4%+7.3pp | 55.6%-17.9pp | 57.2%-19.5pp |
| Annual return | 16.97% | 24.00%-7.0pp | 302.12%-285.2pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $168 | $873-80.8% | $1,790-90.6% | $3,358-95.0% |
| Admin fee / account holder | $109 | $2,113-94.8% | $2,495-95.6% | $3,203-96.6% |