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 8-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 | $24,789 | $91,552-72.9% | $133,956-81.5% | $79,858-69.0% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.6%-11.0pp |
| Annual return | 22.85% | 61.85%-39.0pp | 45.09%-22.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,683 | $2,384-29.4% | $3,919-57.0% | $2,471-31.9% |
| Participant deferral / active EE | $4,387 | $3,733+17.5% | $5,048-13.1% | $3,740+17.3% |
| Admin fee / account holder | $118 | $6,321-98.1% | $8,927-98.7% | $5,306-97.8% |