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 | $4,747 | $169,032-97.2% | $129,207-96.3% | $145,922-96.7% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 14.91% | 14330.11%-14315.2pp | 9417.33%-9402.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $488 | $5,537-91.2% | $4,153-88.2% | $4,660-89.5% |
| Participant deferral / active EE | $488 | $4,987-90.2% | $4,168-88.3% | $6,688-92.7% |
| Admin fee / account holder | $116 | $9,954-98.8% | $7,715-98.5% | $13,397-99.1% |