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 | $15,719 | $227,553-93.1% | $189,557-91.7% | $167,490-90.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 17.75% | 78.40%-60.6pp | 64.17%-46.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,778 | $5,316-66.6% | $4,412-59.7% | $4,837-63.3% |
| Participant deferral / active EE | $4,250 | $7,002-39.3% | $6,174-31.2% | $6,341-33.0% |
| Admin fee / account holder | $85 | $11,878-99.3% | $9,807-99.1% | $12,309-99.3% |