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 4-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 | $7,625 | $83,902-90.9% | $167,512-95.4% | $84,808-91.0% |
| Participation rate | 49.0% | 66.5%-17.5pp | 77.1%-28.1pp | 68.3%-19.3pp |
| Annual return | 25.05% | 91.55%-66.5pp | 1615.79%-1590.7pp | 40.90%-15.9pp |
| Employer contribution / active EE | $770 | $2,264-66.0% | $3,882-80.2% | $2,631-70.8% |
| Participant deferral / active EE | $1,438 | $4,442-67.6% | $6,405-77.5% | $4,212-65.9% |
| Admin fee / account holder | $208 | $7,915-97.4% | $9,769-97.9% | $7,344-97.2% |