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 | $6,953 | $54,762-87.3% | $90,281-92.3% | $72,985-90.5% |
| Participation rate | 61.1% | 65.1%-4.0pp | 73.3%-12.2pp | 69.5%-8.4pp |
| Annual return | 18.99% | 30.63%-11.6pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $827 | $2,887-71.4% | $3,885-78.7% | $3,607-77.1% |
| Admin fee / account holder | $296 | $3,972-92.5% | $5,351-94.5% | $5,124-94.2% |