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 | $26,725 | $238,490-88.8% | $180,183-85.2% | $142,382-81.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.4%-27.4pp | 80.1%-30.1pp |
| Annual return | 30.68% | 33.56%-2.9pp | 27.86%+2.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,250 | $6,143-63.4% | $5,039-55.3% | $4,299-47.7% |
| Participant deferral / active EE | $3,169 | $7,996-60.4% | $6,822-53.6% | $6,507-51.3% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |