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 | $17,006 | $60,349-71.8% | $74,183-77.1% | $62,891-73.0% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 7.30% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $584 | $1,680-65.3% | $2,370-75.4% | $2,281-74.4% |
| Participant deferral / active EE | $1,357 | $2,856-52.5% | $3,550-61.8% | $3,203-57.6% |
| Admin fee / account holder | $34 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |