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 | $30,314 | $100,923-70.0% | $150,045-79.8% | $74,304-59.2% |
| Participation rate | 52.2% | 70.1%-17.9pp | 82.3%-30.1pp | 60.3%-8.2pp |
| Annual return | 40.62% | 51.77%-11.1pp | 62.55%-21.9pp | 29.43%+11.2pp |
| Employer contribution / active EE | $903 | $3,463-73.9% | $4,693-80.8% | $2,241-59.7% |
| Participant deferral / active EE | $4,675 | $6,709-30.3% | $7,997-41.5% | $3,767+24.1% |
| Admin fee / account holder | $76 | $2,767-97.3% | $13,435-99.4% | $2,969-97.4% |