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 | $18,489 | $154,117-88.0% | $129,995-85.8% | $139,434-86.7% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.5%-50.7pp | 80.3%-52.5pp |
| Annual return | 45.81% | 32.48%+13.3pp | -137.18%+183.0pp | 372.94%-327.1pp |
| Employer contribution / active EE | $1,258 | $5,289-76.2% | $4,320-70.9% | $4,751-73.5% |
| Participant deferral / active EE | $2,314 | $6,710-65.5% | $5,820-60.2% | $6,710-65.5% |
| Admin fee / account holder | $25 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |