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 | $12,922 | $70,428-81.7% | $96,562-86.6% | $85,850-84.9% |
| Participation rate | 38.5% | 61.8%-23.3pp | 69.8%-31.4pp | 69.3%-30.9pp |
| Annual return | 16.86% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,359 | $1,413-3.8% | $2,356-42.3% | $2,565-47.0% |
| Participant deferral / active EE | $1,838 | $2,894-36.5% | $3,849-52.3% | $3,952-53.5% |
| Admin fee / account holder | $55 | $4,997-98.9% | $6,181-99.1% | $6,260-99.1% |