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 3-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 | $12,371 | $177,572-93.0% | $154,803-92.0% | $142,382-91.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 13.32% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,081 | $4,810-77.5% | $4,305-74.9% | $4,299-74.9% |
| Participant deferral / active EE | $2,590 | $6,272-58.7% | $5,540-53.3% | $6,507-60.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |