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 7-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 | $13,904 | $76,552-81.8% | $123,892-88.8% | $62,891-77.9% |
| Participation rate | 60.4% | 73.0%-12.5pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 11.17% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,111 | $2,883-61.5% | $4,617-75.9% | $2,281-51.3% |
| Participant deferral / active EE | $2,152 | $4,840-55.5% | $5,984-64.0% | $3,203-32.8% |
| Admin fee / account holder | $186 | $4,826-96.1% | $8,357-97.8% | $4,296-95.7% |