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 6-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 | $21,472 | $162,781-86.8% | $133,956-84.0% | $158,922-86.5% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 38.75% | 41.94%-3.2pp | 45.09%-6.3pp | 302.83%-264.1pp |
| Employer contribution / active EE | $1,050 | $4,975-78.9% | $3,919-73.2% | $4,761-78.0% |
| Participant deferral / active EE | $3,936 | $5,911-33.4% | $5,048-22.0% | $5,982-34.2% |
| Admin fee / account holder | $58 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |