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 7-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 | $13,456 | $165,335-91.9% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 13.33% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $943 | $5,103-81.5% | $4,644-79.7% | $4,761-80.2% |
| Participant deferral / active EE | $3,669 | $7,181-48.9% | $6,842-46.4% | $5,982-38.7% |
| Admin fee / account holder | $52 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |