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 | $10,683 | $76,552-86.0% | $123,892-91.4% | $62,891-83.0% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 33.04% | 18.68%+14.4pp | 47.52%-14.5pp | 20.14%+12.9pp |
| Employer contribution / active EE | $1,650 | $2,883-42.7% | $4,617-64.3% | $2,281-27.6% |
| Participant deferral / active EE | $3,779 | $4,840-21.9% | $5,984-36.9% | $3,203+18.0% |
| Admin fee / account holder | $36 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |