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 | $17,305 | $98,750-82.5% | $149,696-88.4% | $79,858-78.3% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 19.69% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,038 | $3,216-36.7% | $4,644-56.1% | $2,471-17.5% |
| Participant deferral / active EE | $2,489 | $5,680-56.2% | $6,842-63.6% | $3,740-33.4% |
| Admin fee / account holder | $158 | $6,053-97.4% | $9,309-98.3% | $5,306-97.0% |