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 5-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 | $10,517 | $175,202-94.0% | $149,673-93.0% | $139,434-92.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 36.92% | 166.71%-129.8pp | 134.42%-97.5pp | 372.94%-336.0pp |
| Employer contribution / active EE | $1,166 | $5,474-78.7% | $4,818-75.8% | $4,751-75.5% |
| Participant deferral / active EE | $3,593 | $6,519-44.9% | $5,680-36.7% | $6,710-46.5% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |