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 | $7,462 | $54,762-86.4% | $90,281-91.7% | $72,985-89.8% |
| Participation rate | 53.1% | 65.1%-12.1pp | 73.3%-20.2pp | 69.5%-16.4pp |
| Annual return | 30.12% | 30.63%-0.5pp | 78.10%-48.0pp | 81.00%-50.9pp |
| Employer contribution / active EE | $428 | $2,092-79.6% | $2,854-85.0% | $2,440-82.5% |
| Participant deferral / active EE | $835 | $2,887-71.1% | $3,885-78.5% | $3,607-76.9% |
| Admin fee / account holder | $175 | $3,972-95.6% | $5,351-96.7% | $5,124-96.6% |