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 | $11,420 | $124,281-90.8% | $109,143-89.5% | $167,490-93.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 48.01% | 26.04%+22.0pp | 25.75%+22.3pp | 478.56%-430.6pp |
| Employer contribution / active EE | $1,090 | $4,207-74.1% | $3,722-70.7% | $4,837-77.5% |
| Participant deferral / active EE | $1,625 | $5,255-69.1% | $4,653-65.1% | $6,341-74.4% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |