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 | $7,190 | $59,101-87.8% | $77,163-90.7% | $75,163-90.4% |
| Participation rate | 55.3% | 63.9%-8.6pp | 69.6%-14.3pp | 67.2%-11.9pp |
| Annual return | 41.81% | 26.71%+15.1pp | 37.87%+3.9pp | 160.62%-118.8pp |
| Employer contribution / active EE | $1,299 | $1,995-34.9% | $2,535-48.7% | $2,670-51.3% |
| Participant deferral / active EE | $1,817 | $2,999-39.4% | $3,833-52.6% | $4,125-56.0% |
| Admin fee / account holder | $48 | $4,774-99.0% | $5,472-99.1% | $5,651-99.2% |