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 | $9,890 | $95,416-89.6% | $185,823-94.7% | $85,850-88.5% |
| Participation rate | 38.6% | 68.8%-30.2pp | 81.7%-43.1pp | 69.3%-30.7pp |
| Annual return | 20.58% | 23.59%-3.0pp | 122.05%-101.5pp | 318.53%-298.0pp |
| Employer contribution / active EE | $636 | $3,314-80.8% | $5,167-87.7% | $2,565-75.2% |
| Participant deferral / active EE | $1,501 | $3,423-56.2% | $5,568-73.0% | $3,952-62.0% |
| Admin fee / account holder | $297 | $7,213-95.9% | $16,237-98.2% | $6,260-95.3% |