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 | $16,872 | $106,749-84.2% | $145,433-88.4% | $82,448-79.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 22.12% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,356 | $3,444-31.6% | $4,554-48.3% | $2,551-7.7% |
| Participant deferral / active EE | $4,375 | $6,519-32.9% | $7,897-44.6% | $4,139+5.7% |
| Admin fee / account holder | $53 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |