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 | $10,803 | $107,015-89.9% | $73,545-85.3% | $147,584-92.7% |
| Participation rate | 23.1% | 66.4%-43.3pp | 54.9%-31.9pp | 82.8%-59.8pp |
| Annual return | 22.22% | 38.25%-16.0pp | -15.16%+37.4pp | 578.55%-556.3pp |
| Employer contribution / active EE | $119 | $1,760-93.3% | $1,219-90.3% | $4,876-97.6% |
| Participant deferral / active EE | $1,373 | $2,462-44.2% | $1,806-24.0% | $5,439-74.8% |
| Admin fee / account holder | $149 | $3,055-95.1% | $2,320-93.6% | $10,885-98.6% |