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 | $17,581 | $76,552-77.0% | $123,892-85.8% | $62,891-72.0% |
| Participation rate | 36.0% | 73.0%-36.9pp | 81.4%-45.4pp | 69.3%-33.3pp |
| Annual return | 25.37% | 18.68%+6.7pp | 47.52%-22.1pp | 20.14%+5.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,405 | $4,840-29.6% | $5,984-43.1% | $3,203+6.3% |
| Admin fee / account holder | $74 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |