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 | $7,575 | $127,264-94.0% | $109,895-93.1% | $167,490-95.5% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.2%-44.2pp | 82.1%-52.1pp |
| Annual return | 25.24% | 22.97%+2.3pp | 29.45%-4.2pp | 478.56%-453.3pp |
| Employer contribution / active EE | $537 | $3,322-83.9% | $2,842-81.1% | $4,837-88.9% |
| Participant deferral / active EE | $1,085 | $4,514-76.0% | $4,048-73.2% | $6,341-82.9% |
| Admin fee / account holder | $40 | $7,114-99.4% | $6,066-99.3% | $12,309-99.7% |