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 | $10,415 | $58,851-82.3% | $115,157-91.0% | $72,985-85.7% |
| Participation rate | 62.5% | 65.5%-3.0pp | 75.9%-13.4pp | 69.5%-7.0pp |
| Annual return | 26.00% | 23.16%+2.8pp | 35.60%-9.6pp | 81.00%-55.0pp |
| Employer contribution / active EE | $731 | $1,798-59.3% | $3,179-77.0% | $2,440-70.0% |
| Participant deferral / active EE | $1,300 | $2,643-50.8% | $4,168-68.8% | $3,607-64.0% |
| Admin fee / account holder | $277 | $6,370-95.7% | $7,088-96.1% | $5,124-94.6% |