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 | $7,843 | $81,248-90.3% | $155,509-95.0% | $80,856-90.3% |
| Participation rate | 36.4% | 66.2%-29.9pp | 78.2%-41.8pp | 67.6%-31.3pp |
| Annual return | 14.18% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $533 | $3,100-82.8% | $4,672-88.6% | $2,755-80.7% |
| Participant deferral / active EE | $1,019 | $3,452-70.5% | $5,626-81.9% | $4,296-76.3% |
| Admin fee / account holder | $203 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |