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 | $952 | $29,319-96.8% | $52,425-98.2% | $82,448-98.8% |
| Participation rate | 58.7% | 46.9%+11.9pp | 55.6%+3.1pp | 68.1%-9.3pp |
| Annual return | 24.48% | 535.20%-510.7pp | 302.12%-277.6pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $385 | $1,171-67.1% | $1,790-78.5% | $4,139-90.7% |
| Admin fee / account holder | $126 | $1,962-93.6% | $2,495-95.0% | $7,234-98.3% |