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 | $24,061 | $91,538-73.7% | $129,995-81.5% | $75,163-68.0% |
| Participation rate | 51.7% | 71.4%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 22.62% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,178 | $2,845-23.4% | $4,320-49.6% | $2,670-18.4% |
| Participant deferral / active EE | $4,070 | $4,341-6.2% | $5,820-30.1% | $4,125-1.3% |
| Admin fee / account holder | $75 | $6,790-98.9% | $10,614-99.3% | $5,651-98.7% |