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 6-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 | $15,710 | $98,750-84.1% | $149,696-89.5% | $79,858-80.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 28.68% | 27.43%+1.3pp | 276.60%-247.9pp | 31.71%-3.0pp |
| Employer contribution / active EE | $1,961 | $3,216-39.0% | $4,644-57.8% | $2,471-20.6% |
| Participant deferral / active EE | $3,082 | $5,680-45.7% | $6,842-55.0% | $3,740-17.6% |
| Admin fee / account holder | $60 | $6,053-99.0% | $9,309-99.4% | $5,306-98.9% |