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 4-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 | $19,705 | $165,984-88.1% | $164,813-88.0% | $145,922-86.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 17.04% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,166 | $5,273-58.9% | $4,341-50.1% | $4,660-53.5% |
| Participant deferral / active EE | $3,776 | $6,959-45.7% | $6,031-37.4% | $6,688-43.5% |
| Admin fee / account holder | $67 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |