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 | $3,697 | $95,561-96.1% | $77,163-95.2% | $139,434-97.3% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 19.15% | 54.92%-35.8pp | 37.87%-18.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $913 | $3,147-71.0% | $2,535-64.0% | $4,751-80.8% |
| Participant deferral / active EE | $1,227 | $4,624-73.5% | $3,833-68.0% | $6,710-81.7% |
| Admin fee / account holder | $200 | $8,295-97.6% | $5,472-96.3% | $11,403-98.2% |