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 4-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 | $19,089 | $81,460-76.6% | $103,333-81.5% | $80,856-76.4% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.6%-2.8pp |
| Annual return | 13.47% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,803 | $3,105-41.9% | $3,868-53.4% | $2,755-34.6% |
| Participant deferral / active EE | $4,284 | $3,869+10.7% | $5,057-15.3% | $4,296-0.3% |
| Admin fee / account holder | $187 | $6,566-97.2% | $8,355-97.8% | $6,918-97.3% |