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 | $6,147 | $57,065-89.2% | $75,670-91.9% | $70,131-91.2% |
| Participation rate | 51.4% | 68.1%-16.7pp | 72.3%-20.9pp | 69.5%-18.1pp |
| Annual return | 43.11% | 23.57%+19.5pp | 27.34%+15.8pp | 73.14%-30.0pp |
| Employer contribution / active EE | $502 | $1,817-72.4% | $2,352-78.7% | $2,342-78.6% |
| Participant deferral / active EE | $1,415 | $2,580-45.2% | $3,142-55.0% | $3,332-57.5% |
| Admin fee / account holder | $54 | $3,825-98.6% | $5,800-99.1% | $4,645-98.8% |