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 | $4,579 | $100,773-95.5% | $88,946-94.9% | $142,382-96.8% |
| Participation rate | 65.0% | 74.3%-9.3pp | 68.8%-3.8pp | 80.1%-15.1pp |
| Annual return | 59.31% | 70.18%-10.9pp | 57.82%+1.5pp | 217.08%-157.8pp |
| Employer contribution / active EE | $693 | $2,918-76.3% | $2,555-72.9% | $4,299-83.9% |
| Participant deferral / active EE | $2,175 | $5,230-58.4% | $4,581-52.5% | $6,507-66.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |