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 | $9,552 | $106,749-91.1% | $145,433-93.4% | $82,448-88.4% |
| Participation rate | 59.7% | 75.6%-15.9pp | 82.1%-22.4pp | 68.1%-8.4pp |
| Annual return | 21.03% | 27.59%-6.6pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,777 | $6,519-57.4% | $7,897-64.8% | $4,139-32.9% |
| Admin fee / account holder | $141 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |