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 | $6,771 | $77,899-91.3% | $149,673-95.5% | $75,163-91.0% |
| Participation rate | 63.1% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 60.98% | 31.72%+29.3pp | 134.42%-73.4pp | 160.62%-99.6pp |
| Employer contribution / active EE | $1,165 | $3,137-62.9% | $4,818-75.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,690 | $3,411-21.1% | $5,680-52.6% | $4,125-34.8% |
| Admin fee / account holder | $198 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |