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 5-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 | $12,274 | $73,933-83.4% | $96,683-87.3% | $75,163-83.7% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 23.00% | 26.70%-3.7pp | 35.69%-12.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,196 | $2,928-59.1% | $3,737-68.0% | $2,670-55.2% |
| Participant deferral / active EE | $2,004 | $3,659-45.2% | $4,878-58.9% | $4,125-51.4% |
| Admin fee / account holder | $269 | $5,216-94.8% | $6,730-96.0% | $5,651-95.2% |