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 | $6,125 | $77,899-92.1% | $149,673-95.9% | $75,163-91.9% |
| Participation rate | 57.4% | 65.6%-8.2pp | 78.8%-21.4pp | 67.2%-9.8pp |
| Annual return | 56.29% | 31.72%+24.6pp | 134.42%-78.1pp | 160.62%-104.3pp |
| Employer contribution / active EE | $1,004 | $3,137-68.0% | $4,818-79.2% | $2,670-62.4% |
| Participant deferral / active EE | $2,267 | $3,411-33.5% | $5,680-60.1% | $4,125-45.0% |
| Admin fee / account holder | $236 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |