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 | $27,324 | $109,413-75.0% | $156,263-82.5% | $84,808-67.8% |
| Participation rate | 35.7% | 72.7%-37.0pp | 78.9%-43.2pp | 68.3%-32.6pp |
| Annual return | 25.85% | 20.18%+5.7pp | 59.47%-33.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $819 | $2,907-71.8% | $4,333-81.1% | $2,631-68.9% |
| Participant deferral / active EE | $3,234 | $4,590-29.5% | $6,158-47.5% | $4,212-23.2% |
| Admin fee / account holder | $86 | $9,357-99.1% | $14,255-99.4% | $7,344-98.8% |