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 | $5,042 | $34,308-85.3% | $74,701-93.3% | $72,985-93.1% |
| Participation rate | 68.2% | 42.4%+25.8pp | 54.5%+13.7pp | 69.5%-1.3pp |
| Annual return | 26.40% | 26.58%-0.2pp | 752.92%-726.5pp | 81.00%-54.6pp |
| Employer contribution / active EE | $868 | $692+25.5% | $1,084-19.9% | $2,440-64.4% |
| Participant deferral / active EE | $1,240 | $1,271-2.5% | $1,964-36.9% | $3,607-65.6% |
| Admin fee / account holder | $102 | $2,124-95.2% | $3,333-96.9% | $5,124-98.0% |