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 3-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 | $15,616 | $154,117-89.9% | $129,995-88.0% | $139,434-88.8% |
| Participation rate | 40.9% | 82.0%-41.0pp | 78.5%-37.6pp | 80.3%-39.4pp |
| Annual return | 22.90% | 32.48%-9.6pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,882 | $5,289-64.4% | $4,320-56.4% | $4,751-60.4% |
| Participant deferral / active EE | $2,845 | $6,710-57.6% | $5,820-51.1% | $6,710-57.6% |
| Admin fee / account holder | $277 | $14,007-98.0% | $10,614-97.4% | $11,403-97.6% |