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 6-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 | $19,089 | $227,553-91.6% | $189,557-89.9% | $167,490-88.6% |
| Participation rate | 58.8% | 82.5%-23.7pp | 78.4%-19.6pp | 82.1%-23.3pp |
| Annual return | 19.14% | 78.40%-59.3pp | 64.17%-45.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $980 | $5,316-81.6% | $4,412-77.8% | $4,837-79.7% |
| Participant deferral / active EE | $4,758 | $7,002-32.0% | $6,174-22.9% | $6,341-25.0% |
| Admin fee / account holder | $98 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |