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 | $8,679 | $72,177-88.0% | $115,037-92.5% | $59,632-85.4% |
| Participation rate | 69.6% | 72.6%-3.0pp | 81.4%-11.8pp | 68.7%+0.9pp |
| Annual return | 14.52% | 12.02%+2.5pp | 26.14%-11.6pp | 2041.28%-2026.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,056 | $4,783-36.1% | $6,026-49.3% | $3,192-4.3% |
| Admin fee / account holder | $263 | $4,927-94.7% | $8,175-96.8% | $4,297-93.9% |