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 | $2,837 | $91,190-96.9% | $178,490-98.4% | $79,858-96.4% |
| Participation rate | 61.0% | 69.2%-8.2pp | 81.9%-20.9pp | 69.6%-8.7pp |
| Annual return | 21.21% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $383 | $3,256-88.2% | $5,011-92.4% | $2,471-84.5% |
| Participant deferral / active EE | $952 | $3,236-70.6% | $5,202-81.7% | $3,740-74.5% |
| Admin fee / account holder | $118 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |