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 | $13,469 | $215,361-93.7% | $171,082-92.1% | $273,961-95.1% |
| Participation rate | 42.1% | 82.0%-39.9pp | 76.7%-34.6pp | 83.0%-40.9pp |
| Annual return | 13.44% | 25.14%-11.7pp | 32.56%-19.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,361 | $4,967-72.6% | $4,002-66.0% | $4,869-72.0% |
| Participant deferral / active EE | $2,092 | $5,543-62.3% | $4,797-56.4% | $5,287-60.4% |
| Admin fee / account holder | $139 | $10,846-98.7% | $8,520-98.4% | $10,132-98.6% |