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 | $20,508 | $86,929-76.4% | $102,423-80.0% | $80,856-74.6% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.6%-1.4pp |
| Annual return | 21.97% | 18.88%+3.1pp | 29.32%-7.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $1,588 | $2,369-33.0% | $3,023-47.5% | $2,755-42.4% |
| Participant deferral / active EE | $3,336 | $4,118-19.0% | $5,053-34.0% | $4,296-22.4% |
| Admin fee / account holder | $141 | $8,049-98.2% | $9,451-98.5% | $6,918-98.0% |