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 6-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 | $13,001 | $154,228-91.6% | $145,433-91.1% | $137,256-90.5% |
| Participation rate | 45.8% | 83.8%-38.0pp | 82.1%-36.3pp | 80.0%-34.1pp |
| Annual return | 22.91% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,326 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $2,481 | $8,216-69.8% | $7,897-68.6% | $6,407-61.3% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |