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 | $21,096 | $67,606-68.8% | $82,313-74.4% | $70,131-69.9% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.9%-41.3pp | 69.5%-33.9pp |
| Annual return | 24.56% | 21.57%+3.0pp | 25.88%-1.3pp | 73.14%-48.6pp |
| Employer contribution / active EE | $871 | $1,755-50.4% | $2,428-64.1% | $2,342-62.8% |
| Participant deferral / active EE | $1,980 | $2,987-33.7% | $3,706-46.6% | $3,332-40.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |