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 6-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 | $18,536 | $91,538-79.8% | $129,995-85.7% | $75,163-75.3% |
| Participation rate | 62.1% | 71.4%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 22.72% | -631.11%+653.8pp | -137.18%+159.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,048 | $2,845-63.2% | $4,320-75.7% | $2,670-60.8% |
| Participant deferral / active EE | $1,938 | $4,341-55.4% | $5,820-66.7% | $4,125-53.0% |
| Admin fee / account holder | $1 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |