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 | $14,768 | $67,606-78.2% | $82,313-82.1% | $70,131-78.9% |
| Participation rate | 38.6% | 72.8%-34.1pp | 76.9%-38.3pp | 69.5%-30.9pp |
| Annual return | 24.54% | 21.57%+3.0pp | 25.88%-1.3pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,174 | $1,755-33.1% | $2,428-51.7% | $2,342-49.9% |
| Participant deferral / active EE | $1,502 | $2,987-49.7% | $3,706-59.5% | $3,332-54.9% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |