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 | $23,379 | $91,538-74.5% | $129,995-82.0% | $75,163-68.9% |
| Participation rate | 58.1% | 71.4%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 32.06% | -631.11%+663.2pp | -137.18%+169.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $2,520 | $2,845-11.4% | $4,320-41.7% | $2,670-5.6% |
| Participant deferral / active EE | $5,575 | $4,341+28.4% | $5,820-4.2% | $4,125+35.2% |
| Admin fee / account holder | $295 | $6,790-95.6% | $10,614-97.2% | $5,651-94.8% |