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 | $6,515 | $52,279-87.5% | $89,391-92.7% | $79,858-91.8% |
| Participation rate | 34.1% | 57.5%-23.4pp | 68.0%-33.9pp | 69.6%-35.5pp |
| Annual return | 36.90% | 22.16%+14.7pp | 245.62%-208.7pp | 31.71%+5.2pp |
| Employer contribution / active EE | $515 | $1,572-67.2% | $2,586-80.1% | $2,471-79.2% |
| Participant deferral / active EE | $1,166 | $2,740-57.4% | $3,890-70.0% | $3,740-68.8% |
| Admin fee / account holder | $193 | $3,356-94.2% | $4,881-96.0% | $5,306-96.4% |