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 | $11,690 | $54,541-78.6% | $78,778-85.2% | $70,131-83.3% |
| Participation rate | 65.3% | 60.8%+4.5pp | 69.2%-3.9pp | 69.5%-4.2pp |
| Annual return | 13.73% | 21.07%-7.3pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,067 | $2,210-6.5% | $2,958-30.1% | $3,332-38.0% |
| Admin fee / account holder | $254 | $3,709-93.2% | $5,134-95.1% | $4,645-94.5% |