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 4-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 | $10,646 | $108,825-90.2% | $156,181-93.2% | $82,448-87.1% |
| Participation rate | 68.0% | 72.4%-4.4pp | 78.8%-10.8pp | 68.1%-0.1pp |
| Annual return | 20.63% | 20.59%0pp | 64.87%-44.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $923 | $2,870-67.8% | $4,294-78.5% | $2,551-63.8% |
| Participant deferral / active EE | $2,875 | $4,577-37.2% | $6,132-53.1% | $4,139-30.5% |
| Admin fee / account holder | $293 | $9,341-96.9% | $14,586-98.0% | $7,234-95.9% |