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 | $16,561 | $86,929-80.9% | $102,423-83.8% | $80,856-79.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 13.09% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,320 | $2,369-44.3% | $3,023-56.3% | $2,755-52.1% |
| Participant deferral / active EE | $1,857 | $4,118-54.9% | $5,053-63.3% | $4,296-56.8% |
| Admin fee / account holder | $168 | $8,049-97.9% | $9,451-98.2% | $6,918-97.6% |