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 | $2,548 | $35,183-92.8% | $73,545-96.5% | $70,131-96.4% |
| Participation rate | 55.0% | 42.9%+12.1pp | 54.9%+0.1pp | 69.5%-14.5pp |
| Annual return | 21.28% | 26.90%-5.6pp | -15.16%+36.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $558 | $709-21.2% | $1,219-54.2% | $2,342-76.2% |
| Participant deferral / active EE | $1,030 | $1,220-15.6% | $1,806-43.0% | $3,332-69.1% |
| Admin fee / account holder | $217 | $2,302-90.6% | $2,320-90.6% | $4,645-95.3% |