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 | $19,814 | $135,952-85.4% | $123,892-84.0% | $273,961-92.8% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 5.27% | 56.63%-51.4pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $940 | $5,170-81.8% | $4,617-79.6% | $4,869-80.7% |
| Participant deferral / active EE | $3,611 | $6,343-43.1% | $5,984-39.7% | $5,287-31.7% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |