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 | $7,439 | $46,553-84.0% | $64,056-88.4% | $75,163-90.1% |
| Participation rate | 37.5% | 65.9%-28.4pp | 72.3%-34.8pp | 67.2%-29.7pp |
| Annual return | 32.57% | 26.03%+6.5pp | 33.69%-1.1pp | 160.62%-128.1pp |
| Employer contribution / active EE | $534 | $1,974-73.0% | $2,747-80.6% | $2,670-80.0% |
| Participant deferral / active EE | $921 | $2,837-67.5% | $3,880-76.3% | $4,125-77.7% |
| Admin fee / account holder | $110 | $2,952-96.3% | $3,068-96.4% | $5,651-98.1% |