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 | $13,078 | $64,348-79.7% | $90,160-85.5% | $70,131-81.4% |
| Participation rate | 29.6% | 70.4%-40.8pp | 76.9%-47.2pp | 69.5%-39.9pp |
| Annual return | 41.02% | 28.13%+12.9pp | 34.88%+6.1pp | 73.14%-32.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,152 | $4,389-28.2% | $5,288-40.4% | $3,332-5.4% |
| Admin fee / account holder | $211 | $3,944-94.7% | $5,943-96.5% | $4,645-95.5% |