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 3-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 | $5,241 | $60,892-91.4% | $82,389-93.6% | $84,808-93.8% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 25.31% | 37.29%-12.0pp | 28.67%-3.4pp | 40.90%-15.6pp |
| Employer contribution / active EE | $838 | $1,779-52.9% | $2,517-66.7% | $2,631-68.2% |
| Participant deferral / active EE | $1,104 | $3,179-65.3% | $4,155-73.4% | $4,212-73.8% |
| Admin fee / account holder | $30 | $5,467-99.5% | $7,231-99.6% | $7,344-99.6% |