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 | $12,996 | $89,355-85.5% | $141,162-90.8% | $72,985-82.2% |
| Participation rate | 43.1% | 75.1%-32.0pp | 82.5%-39.3pp | 69.5%-26.3pp |
| Annual return | 23.39% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,139 | $3,114-63.4% | $4,735-76.0% | $2,440-53.3% |
| Participant deferral / active EE | $2,386 | $5,418-56.0% | $6,709-64.4% | $3,607-33.9% |
| Admin fee / account holder | $207 | $5,958-96.5% | $10,261-98.0% | $5,124-96.0% |