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 9-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 | $15,544 | $110,257-85.9% | $96,544-83.9% | $139,434-88.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 19.30% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,426 | $3,620-60.6% | $2,965-51.9% | $4,751-70.0% |
| Participant deferral / active EE | $2,103 | $5,548-62.1% | $4,851-56.6% | $6,710-68.7% |
| Admin fee / account holder | $234 | $11,591-98.0% | $8,252-97.2% | $11,403-97.9% |