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 | $16,136 | $48,364-66.6% | $71,796-77.5% | $62,891-74.3% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 7.55% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $490 | $1,042-52.9% | $1,924-74.5% | $2,281-78.5% |
| Participant deferral / active EE | $1,159 | $2,091-44.6% | $2,794-58.5% | $3,203-63.8% |
| Admin fee / account holder | $49 | $3,771-98.7% | $4,815-99.0% | $4,296-98.9% |