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 | $14,318 | $73,787-80.6% | $98,716-85.5% | $82,448-82.6% |
| Participation rate | 33.3% | 61.4%-28.1pp | 69.3%-36.0pp | 68.1%-34.7pp |
| Annual return | 23.67% | 18.57%+5.1pp | 31.81%-8.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,069 | $1,511-29.3% | $2,279-53.1% | $2,551-58.1% |
| Participant deferral / active EE | $1,473 | $3,081-52.2% | $4,048-63.6% | $4,139-64.4% |
| Admin fee / account holder | $14 | $6,500-99.8% | $8,703-99.8% | $7,234-99.8% |