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 | $5,547 | $111,754-95.0% | $103,333-94.6% | $145,922-96.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.35% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,295 | $4,212-69.3% | $3,868-66.5% | $4,660-72.2% |
| Participant deferral / active EE | $2,005 | $5,619-64.3% | $5,057-60.4% | $6,688-70.0% |
| Admin fee / account holder | $27 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |