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 | $3,028 | $31,388-90.4% | $73,545-95.9% | $62,292-95.1% |
| Participation rate | 35.8% | 39.9%-4.0pp | 54.9%-19.1pp | 69.5%-33.7pp |
| Annual return | 34.61% | 25.34%+9.3pp | -15.16%+49.8pp | 28.90%+5.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,354 | $1,028+31.6% | $1,806-25.1% | $3,169-57.3% |
| Admin fee / account holder | $8 | $299-97.5% | $2,320-99.7% | $479-98.4% |