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 | $4,176 | $59,839-93.0% | $81,983-94.9% | $79,858-94.8% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.2%-0.5pp | 69.6%-0.9pp |
| Annual return | 27.28% | 17.56%+9.7pp | 41.31%-14.0pp | 31.71%-4.4pp |
| Employer contribution / active EE | $358 | $1,713-79.1% | $2,498-85.7% | $2,471-85.5% |
| Participant deferral / active EE | $1,688 | $2,695-37.4% | $3,722-54.6% | $3,740-54.9% |
| Admin fee / account holder | $42 | $4,287-99.0% | $5,664-99.3% | $5,306-99.2% |