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 5-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 | $8,500 | $53,777-84.2% | $134,143-93.7% | $79,858-89.4% |
| Participation rate | 22.2% | 58.8%-36.5pp | 72.2%-50.0pp | 69.6%-47.4pp |
| Annual return | 29.28% | 19.01%+10.3pp | 36.33%-7.1pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $985 | $2,420-59.3% | $3,499-71.9% | $3,740-73.7% |
| Admin fee / account holder | $58 | $3,984-98.5% | $6,684-99.1% | $5,306-98.9% |