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 | $6,925 | $45,073-84.6% | $69,455-90.0% | $72,985-90.5% |
| Participation rate | 29.6% | 68.5%-38.9pp | 74.6%-45.0pp | 69.5%-39.9pp |
| Annual return | 41.06% | 22.65%+18.4pp | 28.97%+12.1pp | 81.00%-39.9pp |
| Employer contribution / active EE | $396 | $2,054-80.7% | $2,779-85.8% | $2,440-83.8% |
| Participant deferral / active EE | $814 | $2,602-68.7% | $3,535-77.0% | $3,607-77.4% |
| Admin fee / account holder | $20 | $3,056-99.3% | $3,839-99.5% | $5,124-99.6% |