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 6-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 | $9,246 | $78,422-88.2% | $95,952-90.4% | $79,858-88.4% |
| Participation rate | 55.8% | 73.5%-17.7pp | 77.1%-21.3pp | 69.6%-13.8pp |
| Annual return | 38.20% | 19.37%+18.8pp | 91.61%-53.4pp | 31.71%+6.5pp |
| Employer contribution / active EE | $898 | $1,945-53.8% | $2,541-64.7% | $2,471-63.7% |
| Participant deferral / active EE | $2,724 | $3,440-20.8% | $4,167-34.6% | $3,740-27.2% |
| Admin fee / account holder | $260 | $5,622-95.4% | $6,795-96.2% | $5,306-95.1% |