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 | $7,625 | $52,580-85.5% | $71,671-89.4% | $70,131-89.1% |
| Participation rate | 67.5% | 60.9%+6.6pp | 68.7%-1.2pp | 69.5%-2.0pp |
| Annual return | 79.59% | 20.25%+59.3pp | 20.65%+58.9pp | 73.14%+6.4pp |
| Employer contribution / active EE | $754 | $1,616-53.3% | $2,460-69.3% | $2,342-67.8% |
| Participant deferral / active EE | $2,800 | $2,386+17.4% | $3,438-18.5% | $3,332-16.0% |
| Admin fee / account holder | $152 | $3,653-95.8% | $5,558-97.3% | $4,645-96.7% |