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 | $19,224 | $91,552-79.0% | $133,956-85.6% | $79,858-75.9% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.3pp |
| Annual return | 35.95% | 61.85%-25.9pp | 45.09%-9.1pp | 31.71%+4.2pp |
| Employer contribution / active EE | $784 | $2,384-67.1% | $3,919-80.0% | $2,471-68.3% |
| Participant deferral / active EE | $2,732 | $3,733-26.8% | $5,048-45.9% | $3,740-27.0% |
| Admin fee / account holder | $193 | $6,321-96.9% | $8,927-97.8% | $5,306-96.4% |