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 3-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 | $20,183 | $81,446-75.2% | $103,374-80.5% | $80,874-75.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 13.42% | 25.57%-12.1pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $861 | $3,107-72.3% | $3,869-77.7% | $2,756-68.7% |
| Participant deferral / active EE | $2,226 | $3,870-42.5% | $5,058-56.0% | $4,297-48.2% |
| Admin fee / account holder | $192 | $6,715-97.1% | $8,394-97.7% | $6,935-97.2% |