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 | $7,927 | $56,110-85.9% | $94,993-91.7% | $70,131-88.7% |
| Participation rate | 40.9% | 65.0%-24.1pp | 73.9%-33.0pp | 69.5%-28.6pp |
| Annual return | 14.25% | 51.02%-36.8pp | 27.12%-12.9pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,350 | $2,391-43.5% | $3,317-59.3% | $3,332-59.5% |
| Admin fee / account holder | $298 | $3,456-91.4% | $4,960-94.0% | $4,645-93.6% |