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 6-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 | $13,752 | $165,335-91.7% | $149,696-90.8% | $158,922-91.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 68.78% | 348.15%-279.4pp | 276.60%-207.8pp | 302.83%-234.0pp |
| Employer contribution / active EE | $1,713 | $5,103-66.4% | $4,644-63.1% | $4,761-64.0% |
| Participant deferral / active EE | $2,574 | $7,181-64.2% | $6,842-62.4% | $5,982-57.0% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |