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 5-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 | $14,693 | $71,883-79.6% | $86,677-83.0% | $68,494-78.5% |
| Participation rate | 42.9% | 72.2%-29.4pp | 76.6%-33.7pp | 67.9%-25.0pp |
| Annual return | 143.93% | 3.52%+140.4pp | 35.91%+108.0pp | -7.84%+151.8pp |
| Employer contribution / active EE | $1,214 | $2,173-44.1% | $2,836-57.2% | $2,596-53.2% |
| Participant deferral / active EE | $3,041 | $3,779-19.5% | $4,656-34.7% | $4,027-24.5% |
| Admin fee / account holder | $72 | $6,112-98.8% | $7,493-99.0% | $5,403-98.7% |