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 | $17,802 | $82,664-78.5% | $125,339-85.8% | $68,494-74.0% |
| Participation rate | 59.2% | 75.0%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | -3.59% | -5.97%+2.4pp | 572.05%-575.6pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,319 | $3,381-61.0% | $4,814-72.6% | $2,596-49.2% |
| Participant deferral / active EE | $3,715 | $6,110-39.2% | $7,446-50.1% | $4,027-7.7% |
| Admin fee / account holder | $293 | $6,275-95.3% | $10,010-97.1% | $5,403-94.6% |