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 | $16,665 | $53,412-68.8% | $68,509-75.7% | $52,331-68.2% |
| Participation rate | 56.3% | 71.7%-15.4pp | 74.7%-18.5pp | 68.1%-11.9pp |
| Annual return | 15.95% | 3.42%+12.5pp | 8.27%+7.7pp | 4.54%+11.4pp |
| Employer contribution / active EE | $1,360 | $1,607-15.4% | $2,278-40.3% | $1,882-27.7% |
| Participant deferral / active EE | $2,300 | $2,688-14.4% | $3,382-32.0% | $3,022-23.9% |
| Admin fee / account holder | $65 | $461-86.0% | $5,275-98.8% | $592-89.1% |