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 | $13,498 | $124,281-89.1% | $109,143-87.6% | $167,490-91.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 20.25% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,288 | $4,207-69.4% | $3,722-65.4% | $4,837-73.4% |
| Participant deferral / active EE | $2,326 | $5,255-55.7% | $4,653-50.0% | $6,341-63.3% |
| Admin fee / account holder | $41 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |