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 | $18,565 | $85,766-78.4% | $136,294-86.4% | $70,131-73.5% |
| Participation rate | 64.2% | 74.2%-9.9pp | 81.9%-17.7pp | 69.5%-5.3pp |
| Annual return | 27.36% | 31.45%-4.1pp | 5155.94%-5128.6pp | 73.14%-45.8pp |
| Employer contribution / active EE | $1,225 | $2,966-58.7% | $4,695-73.9% | $2,342-47.7% |
| Participant deferral / active EE | $2,555 | $5,051-49.4% | $6,247-59.1% | $3,332-23.3% |
| Admin fee / account holder | $157 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |