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 | $10,550 | $127,065-91.7% | $113,168-90.7% | $142,382-92.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 34.55% | 24.03%+10.5pp | 24.27%+10.3pp | 217.08%-182.5pp |
| Employer contribution / active EE | $1,599 | $3,442-53.5% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $1,967 | $5,716-65.6% | $5,107-61.5% | $6,507-69.8% |
| Admin fee / account holder | $224 | $15,736-98.6% | $12,068-98.1% | $12,624-98.2% |