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 | $7,567 | $117,841-93.6% | $102,423-92.6% | $145,922-94.8% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 36.65% | 31.65%+5.0pp | 29.32%+7.3pp | 561.29%-524.6pp |
| Employer contribution / active EE | $1,520 | $3,615-57.9% | $3,023-49.7% | $4,660-67.4% |
| Participant deferral / active EE | $2,408 | $5,731-58.0% | $5,053-52.3% | $6,688-64.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |