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 | $25,562 | $78,422-67.4% | $95,952-73.4% | $79,858-68.0% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.8pp | 69.6%-6.4pp |
| Annual return | 13.94% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $586 | $1,945-69.9% | $2,541-76.9% | $2,471-76.3% |
| Participant deferral / active EE | $2,004 | $3,440-41.8% | $4,167-51.9% | $3,740-46.4% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |