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 | $11,613 | $85,202-86.4% | $172,739-93.3% | $72,985-84.1% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 24.38% | 27.32%-2.9pp | 802.84%-778.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $477 | $3,324-85.7% | $5,143-90.7% | $2,440-80.5% |
| Participant deferral / active EE | $1,033 | $3,260-68.3% | $5,198-80.1% | $3,607-71.4% |
| Admin fee / account holder | $220 | $5,884-96.3% | $13,954-98.4% | $5,124-95.7% |