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 | $14,257 | $60,349-76.4% | $74,183-80.8% | $62,891-77.3% |
| Participation rate | 67.9% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.4pp |
| Annual return | 6.85% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,131 | $1,680-32.7% | $2,370-52.3% | $2,281-50.4% |
| Participant deferral / active EE | $1,453 | $2,856-49.1% | $3,550-59.1% | $3,203-54.6% |
| Admin fee / account holder | $246 | $4,261-94.2% | $5,586-95.6% | $4,296-94.3% |