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 | $25,359 | $78,422-67.7% | $95,952-73.6% | $79,858-68.2% |
| Participation rate | 53.7% | 73.5%-19.8pp | 77.1%-23.4pp | 69.6%-16.0pp |
| Annual return | 25.11% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $568 | $1,945-70.8% | $2,541-77.7% | $2,471-77.0% |
| Participant deferral / active EE | $1,596 | $3,440-53.6% | $4,167-61.7% | $3,740-57.3% |
| Admin fee / account holder | $182 | $5,622-96.8% | $6,795-97.3% | $5,306-96.6% |