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 | $11,121 | $88,707-87.5% | $74,183-85.0% | $273,961-95.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 17.50% | 11.94%+5.6pp | 17.74%-0.2pp | 41.45%-24.0pp |
| Employer contribution / active EE | $1,448 | $3,159-54.2% | $2,370-38.9% | $4,869-70.3% |
| Participant deferral / active EE | $1,448 | $4,212-65.6% | $3,550-59.2% | $5,287-72.6% |
| Admin fee / account holder | $125 | $8,717-98.6% | $5,586-97.8% | $10,132-98.8% |