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 9-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 | $8,816 | $95,416-90.8% | $185,823-95.3% | $85,850-89.7% |
| Participation rate | 43.2% | 68.8%-25.6pp | 81.7%-38.5pp | 69.3%-26.1pp |
| Annual return | 15.40% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $419 | $3,314-87.4% | $5,167-91.9% | $2,565-83.7% |
| Participant deferral / active EE | $977 | $3,423-71.5% | $5,568-82.5% | $3,952-75.3% |
| Admin fee / account holder | $69 | $7,213-99.0% | $16,237-99.6% | $6,260-98.9% |