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 7-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 | $8,945 | $63,861-86.0% | $104,607-91.4% | $79,858-88.8% |
| Participation rate | 53.8% | 64.9%-11.1pp | 74.1%-20.2pp | 69.6%-15.8pp |
| Annual return | 23.44% | 21.30%+2.1pp | 340.46%-317.0pp | 31.71%-8.3pp |
| Employer contribution / active EE | $869 | $1,588-45.3% | $2,681-67.6% | $2,471-64.8% |
| Participant deferral / active EE | $1,216 | $2,693-54.8% | $3,740-67.5% | $3,740-67.5% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |