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 | $4,876 | $56,317-91.3% | $71,209-93.2% | $74,304-93.4% |
| Participation rate | 43.4% | 55.1%-11.7pp | 73.8%-30.3pp | 60.3%-16.9pp |
| Annual return | 21.25% | 42.83%-21.6pp | 282.51%-261.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $272 | $2,160-87.4% | $2,721-90.0% | $2,241-87.9% |
| Participant deferral / active EE | $633 | $2,788-77.3% | $4,175-84.8% | $3,767-83.2% |
| Admin fee / account holder | $199 | $2,290-91.3% | $5,349-96.3% | $2,969-93.3% |