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 | $11,620 | $58,512-80.1% | $84,015-86.2% | $72,985-84.1% |
| Participation rate | 55.2% | 61.2%-6.1pp | 69.0%-13.8pp | 69.5%-14.3pp |
| Annual return | 20.11% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,051 | $1,163-9.7% | $1,983-47.0% | $2,440-56.9% |
| Participant deferral / active EE | $1,108 | $2,394-53.7% | $3,239-65.8% | $3,607-69.3% |
| Admin fee / account holder | $140 | $4,569-96.9% | $6,101-97.7% | $5,124-97.3% |