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 9-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 | $6,616 | $49,791-86.7% | $78,210-91.5% | $70,131-90.6% |
| Participation rate | 61.1% | 62.3%-1.2pp | 68.7%-7.6pp | 69.5%-8.4pp |
| Annual return | 20.41% | 20.75%-0.3pp | 40.90%-20.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,660 | $2,150-22.8% | $2,823-41.2% | $3,332-50.2% |
| Admin fee / account holder | $114 | $3,181-96.4% | $3,758-97.0% | $4,645-97.5% |