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 | $10,065 | $48,046-79.1% | $84,611-88.1% | $72,985-86.2% |
| Participation rate | 51.7% | 57.6%-5.9pp | 68.2%-16.5pp | 69.5%-17.8pp |
| Annual return | 25.22% | 37.38%-12.2pp | 258.74%-233.5pp | 81.00%-55.8pp |
| Employer contribution / active EE | $853 | $1,602-46.8% | $2,652-67.9% | $2,440-65.1% |
| Participant deferral / active EE | $1,185 | $2,680-55.8% | $3,899-69.6% | $3,607-67.2% |
| Admin fee / account holder | $100 | $3,395-97.1% | $4,912-98.0% | $5,124-98.0% |