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 | $17,055 | $58,851-71.0% | $115,157-85.2% | $72,985-76.6% |
| Participation rate | 28.2% | 65.5%-37.3pp | 75.9%-47.7pp | 69.5%-41.3pp |
| Annual return | 28.96% | 23.16%+5.8pp | 35.60%-6.6pp | 81.00%-52.0pp |
| Employer contribution / active EE | $730 | $1,798-59.4% | $3,179-77.0% | $2,440-70.1% |
| Participant deferral / active EE | $1,556 | $2,643-41.1% | $4,168-62.7% | $3,607-56.9% |
| Admin fee / account holder | $105 | $6,370-98.3% | $7,088-98.5% | $5,124-97.9% |