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 4-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 | $10,694 | $96,956-89.0% | $70,014-84.7% | $273,961-96.1% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 56.14% | 12.93%+43.2pp | 12.99%+43.1pp | 41.45%+14.7pp |
| Employer contribution / active EE | $913 | $3,316-72.5% | $2,338-61.0% | $4,869-81.3% |
| Participant deferral / active EE | $3,618 | $3,744-3.4% | $2,931+23.5% | $5,287-31.6% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |