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 | $17,627 | $56,110-68.6% | $94,993-81.4% | $70,131-74.9% |
| Participation rate | 67.5% | 65.0%+2.5pp | 73.9%-6.4pp | 69.5%-2.0pp |
| Annual return | 28.58% | 51.02%-22.4pp | 27.12%+1.5pp | 73.14%-44.6pp |
| Employer contribution / active EE | $834 | $1,442-42.2% | $2,603-68.0% | $2,342-64.4% |
| Participant deferral / active EE | $5,912 | $2,391+147.2% | $3,317+78.2% | $3,332+77.4% |
| Admin fee / account holder | $122 | $3,456-96.5% | $4,960-97.5% | $4,645-97.4% |