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 | $6,650 | $88,707-92.5% | $74,183-91.0% | $273,961-97.6% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 15.80% | 11.94%+3.9pp | 17.74%-1.9pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,072 | $3,159-66.1% | $2,370-54.8% | $4,869-78.0% |
| Participant deferral / active EE | $1,596 | $4,212-62.1% | $3,550-55.0% | $5,287-69.8% |
| Admin fee / account holder | $211 | $8,717-97.6% | $5,586-96.2% | $10,132-97.9% |