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 | $2,914 | $93,071-96.9% | $74,583-96.1% | $273,961-98.9% |
| Participation rate | 54.5% | 74.9%-20.4pp | 68.1%-13.6pp | 83.0%-28.5pp |
| Annual return | 20.98% | 26.18%-5.2pp | 20.47%+0.5pp | 41.45%-20.5pp |
| Employer contribution / active EE | $477 | $3,160-84.9% | $2,525-81.1% | $4,869-90.2% |
| Participant deferral / active EE | $859 | $4,160-79.3% | $3,458-75.2% | $5,287-83.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |