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 | $15,208 | $105,181-85.5% | $159,436-90.5% | $85,850-82.3% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.8%-19.9pp | 69.3%-6.4pp |
| Annual return | 37.30% | 45.07%-7.8pp | 263.57%-226.3pp | 318.53%-281.2pp |
| Employer contribution / active EE | $1,328 | $3,318-60.0% | $4,829-72.5% | $2,565-48.2% |
| Participant deferral / active EE | $6,188 | $5,945+4.1% | $7,352-15.8% | $3,952+56.6% |
| Admin fee / account holder | $30 | $6,933-99.6% | $10,799-99.7% | $6,260-99.5% |