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 3-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 | $18,909 | $74,927-74.8% | $101,794-81.4% | $84,808-77.7% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.2%-15.9pp | 68.3%-15.0pp |
| Annual return | 23.92% | 18.70%+5.2pp | 30.53%-6.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $901 | $1,522-40.8% | $2,289-60.6% | $2,631-65.8% |
| Participant deferral / active EE | $2,358 | $3,099-23.9% | $4,084-42.3% | $4,212-44.0% |
| Admin fee / account holder | $213 | $6,514-96.7% | $8,777-97.6% | $7,344-97.1% |