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 | $8,437 | $72,012-88.3% | $185,823-95.5% | $79,858-89.4% |
| Participation rate | 68.9% | 65.8%+3.1pp | 78.0%-9.1pp | 69.6%-0.7pp |
| Annual return | 30.14% | 23.12%+7.0pp | 35.95%-5.8pp | 31.71%-1.6pp |
| Employer contribution / active EE | $1,095 | $1,965-44.2% | $4,087-73.2% | $2,471-55.7% |
| Participant deferral / active EE | $1,545 | $3,779-59.1% | $5,632-72.6% | $3,740-58.7% |
| Admin fee / account holder | $272 | $4,513-94.0% | $9,500-97.1% | $5,306-94.9% |