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 10-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 | $11,851 | $90,503-86.9% | $78,689-84.9% | $273,961-95.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 14.03% | 75.60%-61.6pp | 62.18%-48.1pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,038 | $3,176-67.3% | $2,851-63.6% | $4,869-78.7% |
| Participant deferral / active EE | $1,998 | $3,901-48.8% | $3,517-43.2% | $5,287-62.2% |
| Admin fee / account holder | $103 | $5,263-98.0% | $4,510-97.7% | $10,132-99.0% |