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 | $25,624 | $91,552-72.0% | $133,956-80.9% | $79,858-67.9% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.6%-18.0pp |
| Annual return | 13.12% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $771 | $2,384-67.7% | $3,919-80.3% | $2,471-68.8% |
| Participant deferral / active EE | $2,458 | $3,733-34.2% | $5,048-51.3% | $3,740-34.3% |
| Admin fee / account holder | $84 | $6,321-98.7% | $8,927-99.1% | $5,306-98.4% |