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 | $16,037 | $78,705-79.6% | $117,854-86.4% | $70,131-77.1% |
| Participation rate | 54.8% | 73.2%-18.4pp | 79.7%-24.9pp | 69.5%-14.8pp |
| Annual return | 22.59% | 23.30%-0.7pp | 335.08%-312.5pp | 73.14%-50.6pp |
| Employer contribution / active EE | $857 | $2,223-61.5% | $3,786-77.4% | $2,342-63.4% |
| Participant deferral / active EE | $1,663 | $3,297-49.6% | $4,482-62.9% | $3,332-50.1% |
| Admin fee / account holder | $237 | $5,065-95.3% | $8,020-97.0% | $4,645-94.9% |