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 | $2,591 | $53,516-95.2% | $126,539-98.0% | $84,808-96.9% |
| Participation rate | 64.7% | 58.2%+6.5pp | 69.8%-5.1pp | 68.3%-3.6pp |
| Annual return | 26.26% | 58.34%-32.1pp | 425.95%-399.7pp | 40.90%-14.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $942 | $2,671-64.7% | $4,083-76.9% | $4,212-77.6% |
| Admin fee / account holder | $15 | $4,497-99.7% | $6,065-99.7% | $7,344-99.8% |