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 7-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 | $22,056 | $112,096-80.3% | $95,952-77.0% | $158,922-86.1% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 35.60% | 171.09%-135.5pp | 91.61%-56.0pp | 302.83%-267.2pp |
| Employer contribution / active EE | $1,413 | $3,198-55.8% | $2,541-44.4% | $4,761-70.3% |
| Participant deferral / active EE | $6,289 | $4,784+31.5% | $4,167+50.9% | $5,982+5.1% |
| Admin fee / account holder | $36 | $10,130-99.6% | $6,795-99.5% | $11,246-99.7% |