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 9-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 | $20,325 | $135,635-85.0% | $110,238-81.6% | $135,375-85.0% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.95% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,378 | $4,906-71.9% | $3,826-64.0% | $4,779-71.2% |
| Participant deferral / active EE | $6,909 | $5,506+25.5% | $4,672+47.9% | $5,609+23.2% |
| Admin fee / account holder | $54 | $11,457-99.5% | $8,547-99.4% | $10,827-99.5% |