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 6-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 | $10,342 | $72,277-85.7% | $101,248-89.8% | $79,858-87.1% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 53.42% | 22.30%+31.1pp | 46.47%+6.9pp | 31.71%+21.7pp |
| Employer contribution / active EE | $857 | $2,692-68.2% | $3,660-76.6% | $2,471-65.3% |
| Participant deferral / active EE | $1,761 | $3,282-46.3% | $4,370-59.7% | $3,740-52.9% |
| Admin fee / account holder | $82 | $4,400-98.1% | $5,945-98.6% | $5,306-98.5% |