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 | $5,454 | $156,846-96.5% | $121,098-95.5% | $139,434-96.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 21.92% | 1474.56%-1452.6pp | 985.75%-963.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $210 | $5,536-96.2% | $4,164-95.0% | $4,751-95.6% |
| Participant deferral / active EE | $792 | $4,844-83.7% | $4,080-80.6% | $6,710-88.2% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |