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 8-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 | $17,908 | $58,851-69.6% | $115,157-84.4% | $72,985-75.5% |
| Participation rate | 42.9% | 65.5%-22.7pp | 75.9%-33.0pp | 69.5%-26.6pp |
| Annual return | 32.21% | 23.16%+9.0pp | 35.60%-3.4pp | 81.00%-48.8pp |
| Employer contribution / active EE | $1,166 | $1,798-35.1% | $3,179-63.3% | $2,440-52.2% |
| Participant deferral / active EE | $3,328 | $2,643+26.0% | $4,168-20.2% | $3,607-7.7% |
| Admin fee / account holder | $216 | $6,370-96.6% | $7,088-97.0% | $5,124-95.8% |