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 | $30,400-96.9% | $53,898-98.2% | $84,808-98.9% |
| Participation rate | 58.7% | 46.4%+12.3pp | 55.0%+3.8pp | 68.3%-9.6pp |
| Annual return | 24.48% | 500.19%-475.7pp | 528.60%-504.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $385 | $1,199-67.9% | $1,826-78.9% | $4,212-90.9% |
| Admin fee / account holder | $126 | $1,993-93.7% | $2,491-95.0% | $7,344-98.3% |