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 | $29,415 | $91,552-67.9% | $133,956-78.0% | $79,858-63.2% |
| Participation rate | 61.8% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 21.44% | 61.85%-40.4pp | 45.09%-23.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $769 | $2,384-67.7% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,898 | $3,733-49.2% | $5,048-62.4% | $3,740-49.2% |
| Admin fee / account holder | $60 | $6,321-99.0% | $8,927-99.3% | $5,306-98.9% |