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 | $19,949 | $81,460-75.5% | $103,333-80.7% | $80,856-75.3% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 19.07% | 25.55%-6.5pp | 24.88%-5.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,589 | $3,105-48.8% | $3,868-58.9% | $2,755-42.3% |
| Participant deferral / active EE | $3,636 | $3,869-6.0% | $5,057-28.1% | $4,296-15.4% |
| Admin fee / account holder | $127 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |