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 | $16,965 | $56,897-70.2% | $84,750-80.0% | $62,891-73.0% |
| Participation rate | 54.4% | 68.5%-14.2pp | 76.6%-22.2pp | 69.3%-14.9pp |
| Annual return | 11.67% | 6.30%+5.4pp | 22.78%-11.1pp | 20.14%-8.5pp |
| Employer contribution / active EE | $786 | $2,400-67.2% | $3,574-78.0% | $2,281-65.5% |
| Participant deferral / active EE | $2,922 | $2,709+7.8% | $3,712-21.3% | $3,203-8.8% |
| Admin fee / account holder | $137 | $3,581-96.2% | $5,332-97.4% | $4,296-96.8% |