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 | $5,584 | $74,927-92.5% | $101,794-94.5% | $84,808-93.4% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.2%-11.4pp | 68.3%-10.5pp |
| Annual return | 35.40% | 18.70%+16.7pp | 30.53%+4.9pp | 40.90%-5.5pp |
| Employer contribution / active EE | $562 | $1,522-63.1% | $2,289-75.5% | $2,631-78.7% |
| Participant deferral / active EE | $1,422 | $3,099-54.1% | $4,084-65.2% | $4,212-66.2% |
| Admin fee / account holder | $198 | $6,514-97.0% | $8,777-97.7% | $7,344-97.3% |