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 | $9,070 | $72,012-87.4% | $185,823-95.1% | $79,858-88.6% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 29.94% | 23.12%+6.8pp | 35.95%-6.0pp | 31.71%-1.8pp |
| Employer contribution / active EE | $1,019 | $1,965-48.1% | $4,087-75.1% | $2,471-58.8% |
| Participant deferral / active EE | $2,093 | $3,779-44.6% | $5,632-62.8% | $3,740-44.0% |
| Admin fee / account holder | $115 | $4,513-97.4% | $9,500-98.8% | $5,306-97.8% |