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 | $7,896 | $101,069-92.2% | $81,478-90.3% | $147,584-94.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 26.59% | 32.40%-5.8pp | 38.78%-12.2pp | 578.55%-552.0pp |
| Employer contribution / active EE | $653 | $3,205-79.6% | $2,568-74.6% | $4,876-86.6% |
| Participant deferral / active EE | $865 | $4,242-79.6% | $3,537-75.6% | $5,439-84.1% |
| Admin fee / account holder | $16 | $5,812-99.7% | $4,561-99.7% | $10,885-99.9% |