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 | $4,843 | $60,892-92.0% | $82,389-94.1% | $84,808-94.3% |
| Participation rate | 62.1% | 63.3%-1.2pp | 69.5%-7.5pp | 68.3%-6.2pp |
| Annual return | 21.05% | 37.29%-16.2pp | 28.67%-7.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $684 | $1,779-61.5% | $2,517-72.8% | $2,631-74.0% |
| Participant deferral / active EE | $2,710 | $3,179-14.8% | $4,155-34.8% | $4,212-35.7% |
| Admin fee / account holder | $275 | $5,467-95.0% | $7,231-96.2% | $7,344-96.3% |