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 8-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 | $18,261 | $142,405-87.2% | $115,157-84.1% | $152,861-88.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 39.41% | 41.48%-2.1pp | 35.60%+3.8pp | 345.32%-305.9pp |
| Employer contribution / active EE | $1,381 | $4,010-65.5% | $3,179-56.5% | $4,762-71.0% |
| Participant deferral / active EE | $3,453 | $5,164-33.1% | $4,168-17.2% | $5,850-41.0% |
| Admin fee / account holder | $149 | $8,462-98.2% | $7,088-97.9% | $11,596-98.7% |