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 | $6,324 | $57,541-89.0% | $95,745-93.4% | $75,163-91.6% |
| Participation rate | 60.0% | 62.5%-2.5pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 26.50% | 34.93%-8.4pp | 28.35%-1.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $544 | $1,808-69.9% | $2,835-80.8% | $2,670-79.6% |
| Participant deferral / active EE | $1,766 | $3,074-42.5% | $4,245-58.4% | $4,125-57.2% |
| Admin fee / account holder | $190 | $4,099-95.4% | $5,678-96.7% | $5,651-96.6% |