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 | $8,956 | $154,117-94.2% | $129,995-93.1% | $139,434-93.6% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 17.98% | 32.48%-14.5pp | -137.18%+155.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,019 | $6,710-69.9% | $5,820-65.3% | $6,710-69.9% |
| Admin fee / account holder | $175 | $14,007-98.7% | $10,614-98.3% | $11,403-98.5% |