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 | $22,122 | $179,726-87.7% | $156,263-85.8% | $142,382-84.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 19.91% | 77.86%-57.9pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,115 | $5,069-78.0% | $4,333-74.3% | $4,299-74.1% |
| Participant deferral / active EE | $3,506 | $6,956-49.6% | $6,158-43.1% | $6,507-46.1% |
| Admin fee / account holder | $71 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |