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 | $19,020 | $73,933-74.3% | $96,683-80.3% | $75,163-74.7% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 16.07% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,001 | $2,928-65.8% | $3,737-73.2% | $2,670-62.5% |
| Participant deferral / active EE | $2,567 | $3,659-29.8% | $4,878-47.4% | $4,125-37.8% |
| Admin fee / account holder | $245 | $5,216-95.3% | $6,730-96.4% | $5,651-95.7% |