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 | $14,246 | $154,117-90.8% | $129,995-89.0% | $139,434-89.8% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 36.03% | 32.48%+3.6pp | -137.18%+173.2pp | 372.94%-336.9pp |
| Employer contribution / active EE | $2,498 | $5,289-52.8% | $4,320-42.2% | $4,751-47.4% |
| Participant deferral / active EE | $3,112 | $6,710-53.6% | $5,820-46.5% | $6,710-53.6% |
| Admin fee / account holder | $278 | $14,007-98.0% | $10,614-97.4% | $11,403-97.6% |