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 | $9,763 | $54,762-82.2% | $90,281-89.2% | $72,985-86.6% |
| Participation rate | 60.7% | 65.1%-4.4pp | 73.3%-12.6pp | 69.5%-8.8pp |
| Annual return | 20.86% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $511 | $2,092-75.6% | $2,854-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $904 | $2,887-68.7% | $3,885-76.7% | $3,607-74.9% |
| Admin fee / account holder | $249 | $3,972-93.7% | $5,351-95.3% | $5,124-95.1% |