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 | $12,903 | $72,277-82.1% | $101,248-87.3% | $79,858-83.8% |
| Participation rate | 34.4% | 68.5%-34.1pp | 75.8%-41.4pp | 69.6%-35.3pp |
| Annual return | 29.69% | 22.30%+7.4pp | 46.47%-16.8pp | 31.71%-2.0pp |
| Employer contribution / active EE | $737 | $2,692-72.6% | $3,660-79.9% | $2,471-70.2% |
| Participant deferral / active EE | $1,501 | $3,282-54.3% | $4,370-65.7% | $3,740-59.9% |
| Admin fee / account holder | $230 | $4,400-94.8% | $5,945-96.1% | $5,306-95.7% |