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 8-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 | $9,961 | $98,750-89.9% | $149,696-93.3% | $79,858-87.5% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.5%-29.3pp | 69.6%-16.4pp |
| Annual return | 17.96% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,524 | $3,216-21.5% | $4,644-45.7% | $2,471+2.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $105 | $6,053-98.3% | $9,309-98.9% | $5,306-98.0% |