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 | $2,134 | $156,846-98.6% | $121,098-98.2% | $139,434-98.5% |
| Participation rate | 63.2% | 76.4%-13.3pp | 69.5%-6.3pp | 80.3%-17.2pp |
| Annual return | 40.71% | 1474.56%-1433.8pp | 985.75%-945.0pp | 372.94%-332.2pp |
| Employer contribution / active EE | $486 | $5,536-91.2% | $4,164-88.3% | $4,751-89.8% |
| Participant deferral / active EE | $486 | $4,844-90.0% | $4,080-88.1% | $6,710-92.8% |
| Admin fee / account holder | $81 | $6,946-98.8% | $5,644-98.6% | $11,403-99.3% |