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 7-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 | $5,127 | $108,172-95.3% | $77,482-93.4% | $158,922-96.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 20.85% | 31.67%-10.8pp | 54.79%-33.9pp | 302.83%-282.0pp |
| Employer contribution / active EE | $469 | $1,325-64.6% | $986-52.5% | $4,761-90.1% |
| Participant deferral / active EE | $1,834 | $2,456-25.3% | $1,861-1.5% | $5,982-69.3% |
| Admin fee / account holder | $118 | $3,708-96.8% | $2,858-95.9% | $11,246-99.0% |