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 | $7,369 | $63,861-88.5% | $104,607-93.0% | $79,858-90.8% |
| Participation rate | 65.7% | 64.9%+0.8pp | 74.1%-8.4pp | 69.6%-3.9pp |
| Annual return | 24.42% | 21.30%+3.1pp | 340.46%-316.0pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,171 | $1,588-26.3% | $2,681-56.3% | $2,471-52.6% |
| Participant deferral / active EE | $1,605 | $2,693-40.4% | $3,740-57.1% | $3,740-57.1% |
| Admin fee / account holder | $110 | $4,185-97.4% | $6,473-98.3% | $5,306-97.9% |