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 | $24,184 | $76,367-68.3% | $93,606-74.2% | $72,985-66.9% |
| Participation rate | 48.8% | 71.7%-22.9pp | 75.8%-27.0pp | 69.5%-20.6pp |
| Annual return | 26.49% | 25.82%+0.7pp | 32.76%-6.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,362 | $2,275-40.1% | $2,718-49.9% | $2,440-44.2% |
| Participant deferral / active EE | $4,316 | $3,538+22.0% | $4,069+6.1% | $3,607+19.6% |
| Admin fee / account holder | $173 | $6,838-97.5% | $7,888-97.8% | $5,124-96.6% |