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 | $8,130 | $54,762-85.2% | $90,281-91.0% | $72,985-88.9% |
| Participation rate | 48.0% | 65.1%-17.1pp | 73.3%-25.3pp | 69.5%-21.5pp |
| Annual return | 26.31% | 30.63%-4.3pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $853 | $2,887-70.5% | $3,885-78.0% | $3,607-76.4% |
| Admin fee / account holder | $31 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |