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 | $16,981 | $60,349-71.9% | $74,183-77.1% | $62,891-73.0% |
| Participation rate | 44.7% | 72.7%-28.0pp | 76.6%-31.9pp | 69.3%-24.6pp |
| Annual return | 10.36% | 21.37%-11.0pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,367 | $2,856-52.1% | $3,550-61.5% | $3,203-57.3% |
| Admin fee / account holder | $217 | $4,261-94.9% | $5,586-96.1% | $4,296-95.0% |