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 6-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 | $11,140 | $65,365-83.0% | $92,893-88.0% | $72,985-84.7% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 31.58% | 42.10%-10.5pp | 109.41%-77.8pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,487 | $2,594-42.7% | $3,653-59.3% | $2,440-39.0% |
| Participant deferral / active EE | $2,738 | $3,128-12.5% | $4,236-35.4% | $3,607-24.1% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,794-99.6% | $5,124-99.6% |