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 | $21,223 | $185,822-88.6% | $169,993-87.5% | $139,434-84.8% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 26.46% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,443 | $7,590-81.0% | $6,785-78.7% | $4,751-69.6% |
| Participant deferral / active EE | $6,155 | $11,622-47.0% | $10,408-40.9% | $6,710-8.3% |
| Admin fee / account holder | $115 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |