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 6-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 | $19,700 | $105,181-81.3% | $159,436-87.6% | $85,850-77.1% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.8%-48.4pp | 69.3%-34.9pp |
| Annual return | 24.13% | 45.07%-20.9pp | 263.57%-239.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $1,025 | $3,318-69.1% | $4,829-78.8% | $2,565-60.1% |
| Participant deferral / active EE | $2,524 | $5,945-57.5% | $7,352-65.7% | $3,952-36.1% |
| Admin fee / account holder | $59 | $6,933-99.1% | $10,799-99.5% | $6,260-99.1% |