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 | $14,536 | $51,315-71.7% | $95,745-84.8% | $71,457-79.7% |
| Participation rate | 58.3% | 63.0%-4.7pp | 72.3%-13.9pp | 67.9%-9.6pp |
| Annual return | 17.75% | 25.26%-7.5pp | 28.35%-10.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $965 | $1,819-46.9% | $2,835-66.0% | $2,588-62.7% |
| Participant deferral / active EE | $1,865 | $3,358-44.5% | $4,245-56.1% | $4,289-56.5% |
| Admin fee / account holder | $213 | $1,137-81.3% | $5,678-96.2% | $1,587-86.6% |