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 | $8,041 | $177,572-95.5% | $154,803-94.8% | $142,382-94.4% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 25.97% | 65.07%-39.1pp | 58.88%-32.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,838 | $6,272-70.7% | $5,540-66.8% | $6,507-71.7% |
| Admin fee / account holder | $181 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |