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 5-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 | $16,225 | $79,944-79.7% | $98,439-83.5% | $75,163-78.4% |
| Participation rate | 53.5% | 70.4%-16.9pp | 75.2%-21.7pp | 67.2%-13.7pp |
| Annual return | 33.14% | 19.75%+13.4pp | 21.16%+12.0pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,541 | $2,264-31.9% | $3,048-49.5% | $2,670-42.3% |
| Participant deferral / active EE | $3,300 | $3,752-12.1% | $4,738-30.4% | $4,125-20.0% |
| Admin fee / account holder | $115 | $6,840-98.3% | $8,948-98.7% | $5,651-98.0% |