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 | $13,246 | $215,361-93.8% | $171,082-92.3% | $273,961-95.2% |
| Participation rate | 68.8% | 82.0%-13.3pp | 76.7%-7.9pp | 83.0%-14.3pp |
| Annual return | 40.04% | 25.14%+14.9pp | 32.56%+7.5pp | 41.45%-1.4pp |
| Employer contribution / active EE | $1,736 | $4,967-65.1% | $4,002-56.6% | $4,869-64.3% |
| Participant deferral / active EE | $5,219 | $5,543-5.9% | $4,797+8.8% | $5,287-1.3% |
| Admin fee / account holder | $190 | $10,846-98.2% | $8,520-97.8% | $10,132-98.1% |