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 | $3,330 | $109,982-97.0% | $97,226-96.6% | $145,922-97.7% |
| Participation rate | 65.2% | 75.9%-10.7pp | 72.7%-7.5pp | 80.3%-15.1pp |
| Annual return | 12.29% | 242.90%-230.6pp | 75.13%-62.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $340 | $3,084-89.0% | $2,729-87.5% | $4,660-92.7% |
| Participant deferral / active EE | $871 | $4,676-81.4% | $4,264-79.6% | $6,688-87.0% |
| Admin fee / account holder | $122 | $6,221-98.0% | $5,654-97.8% | $13,397-99.1% |