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 5-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 | $11,739 | $112,881-89.6% | $90,951-87.1% | $158,922-92.6% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 70.71% | 215.79%-145.1pp | 134.60%-63.9pp | 302.83%-232.1pp |
| Employer contribution / active EE | $1,110 | $2,893-61.6% | $2,122-47.7% | $4,761-76.7% |
| Participant deferral / active EE | $1,869 | $4,128-54.7% | $3,373-44.6% | $5,982-68.8% |
| Admin fee / account holder | $29 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |