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 4-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 | $33,025 | $109,413-69.8% | $156,263-78.9% | $84,808-61.1% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 18.13% | 20.18%-2.1pp | 59.47%-41.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,243 | $2,907-57.2% | $4,333-71.3% | $2,631-52.7% |
| Participant deferral / active EE | $3,854 | $4,590-16.0% | $6,158-37.4% | $4,212-8.5% |
| Admin fee / account holder | $61 | $9,357-99.4% | $14,255-99.6% | $7,344-99.2% |