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 | $10,761 | $117,841-90.9% | $102,423-89.5% | $145,922-92.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.45% | 31.65%-13.2pp | 29.32%-10.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,305 | $3,615-63.9% | $3,023-56.8% | $4,660-72.0% |
| Participant deferral / active EE | $2,380 | $5,731-58.5% | $5,053-52.9% | $6,688-64.4% |
| Admin fee / account holder | $33 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |