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 | $8,568 | $227,553-96.2% | $189,557-95.5% | $167,490-94.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 42.44% | 78.40%-36.0pp | 64.17%-21.7pp | 478.56%-436.1pp |
| Employer contribution / active EE | $1,629 | $5,316-69.4% | $4,412-63.1% | $4,837-66.3% |
| Participant deferral / active EE | $2,212 | $7,002-68.4% | $6,174-64.2% | $6,341-65.1% |
| Admin fee / account holder | $21 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |