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 | $5,339 | $45,343-88.2% | $150,298-96.4% | $67,986-92.1% |
| Participation rate | 45.1% | 51.9%-6.7pp | 77.8%-32.6pp | 57.2%-12.1pp |
| Annual return | 23.13% | 33.28%-10.1pp | 62.79%-39.7pp | 31.67%-8.5pp |
| Employer contribution / active EE | $233 | $1,462-84.1% | $4,154-94.4% | $2,019-88.5% |
| Participant deferral / active EE | $868 | $2,055-57.8% | $5,453-84.1% | $3,358-74.2% |
| Admin fee / account holder | $140 | $2,250-93.8% | $14,116-99.0% | $3,203-95.6% |