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 | $17,205 | $159,901-89.2% | $146,958-88.3% | $145,922-88.2% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 11.24% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,041 | $5,286-80.3% | $4,933-78.9% | $4,660-77.7% |
| Participant deferral / active EE | $3,219 | $8,428-61.8% | $8,070-60.1% | $6,688-51.9% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |