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 | $24,762 | $81,208-69.5% | $98,907-75.0% | $79,858-69.0% |
| Participation rate | 23.7% | 72.5%-48.8pp | 76.0%-52.3pp | 69.6%-45.9pp |
| Annual return | 35.36% | 60.99%-25.6pp | 196.43%-161.1pp | 31.71%+3.7pp |
| Employer contribution / active EE | $872 | $1,960-55.5% | $2,689-67.6% | $2,471-64.7% |
| Participant deferral / active EE | $1,543 | $3,265-52.7% | $4,244-63.6% | $3,740-58.7% |
| Admin fee / account holder | $78 | $6,013-98.7% | $6,642-98.8% | $5,306-98.5% |