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 | $8,338 | $57,281-85.4% | $86,612-90.4% | $75,163-88.9% |
| Participation rate | 43.2% | 63.2%-20.0pp | 71.7%-28.5pp | 67.2%-24.0pp |
| Annual return | 82.70% | 2670.75%-2588.0pp | 591.07%-508.4pp | 160.62%-77.9pp |
| Employer contribution / active EE | $448 | $2,314-80.6% | $3,022-85.2% | $2,670-83.2% |
| Participant deferral / active EE | $1,439 | $3,318-56.6% | $4,438-67.6% | $4,125-65.1% |
| Admin fee / account holder | $154 | $4,112-96.3% | $5,614-97.3% | $5,651-97.3% |