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 | $14,876 | $73,004-79.6% | $90,749-83.6% | $68,494-78.3% |
| Participation rate | 34.5% | 70.8%-36.3pp | 75.7%-41.2pp | 67.9%-33.4pp |
| Annual return | 134.19% | -13.81%+148.0pp | -12.16%+146.4pp | -7.84%+142.0pp |
| Employer contribution / active EE | $753 | $2,193-65.7% | $2,921-74.2% | $2,596-71.0% |
| Participant deferral / active EE | $2,087 | $3,627-42.4% | $4,564-54.3% | $4,027-48.2% |
| Admin fee / account holder | $150 | $5,896-97.5% | $8,445-98.2% | $5,403-97.2% |