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 | $27,227 | $109,413-75.1% | $156,263-82.6% | $84,808-67.9% |
| Participation rate | 46.9% | 72.7%-25.8pp | 78.9%-32.0pp | 68.3%-21.4pp |
| Annual return | 19.56% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,216 | $2,907-58.2% | $4,333-71.9% | $2,631-53.8% |
| Participant deferral / active EE | $3,395 | $4,590-26.0% | $6,158-44.9% | $4,212-19.4% |
| Admin fee / account holder | $17 | $9,357-99.8% | $14,255-99.9% | $7,344-99.8% |