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 | $17,220 | $88,042-80.4% | $138,135-87.5% | $79,858-78.4% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.7%-12.0pp | 69.6%-3.0pp |
| Annual return | 34.49% | 20.58%+13.9pp | 20.51%+14.0pp | 31.71%+2.8pp |
| Employer contribution / active EE | $2,574 | $3,103-17.1% | $5,587-53.9% | $2,471+4.2% |
| Participant deferral / active EE | $3,747 | $4,704-20.4% | $6,431-41.7% | $3,740+0.2% |
| Admin fee / account holder | $103 | $7,791-98.7% | $11,856-99.1% | $5,306-98.1% |