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 | $12,159 | $148,534-91.8% | $135,903-91.1% | $139,434-91.3% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 28.89% | 79.19%-50.3pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,967 | $5,243-62.5% | $4,856-59.5% | $4,751-58.6% |
| Participant deferral / active EE | $3,018 | $8,100-62.7% | $7,758-61.1% | $6,710-55.0% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |