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 7-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 | $11,316 | $115,882-90.2% | $100,516-88.7% | $158,922-92.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 23.93% | 34.79%-10.9pp | 30.89%-7.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,249 | $4,103-69.5% | $3,418-63.4% | $4,761-73.8% |
| Participant deferral / active EE | $2,591 | $6,674-61.2% | $6,270-58.7% | $5,982-56.7% |
| Admin fee / account holder | $102 | $10,995-99.1% | $8,081-98.7% | $11,246-99.1% |