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 7-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 | $19,010 | $181,894-89.5% | $156,549-87.9% | $273,961-93.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 8.90% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,048 | $6,248-67.2% | $5,501-62.8% | $4,869-57.9% |
| Participant deferral / active EE | $3,429 | $5,550-38.2% | $4,871-29.6% | $5,287-35.1% |
| Admin fee / account holder | $116 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |