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 | $8,518 | $48,076-82.3% | $78,689-89.2% | $62,891-86.5% |
| Participation rate | 42.5% | 65.2%-22.7pp | 73.6%-31.1pp | 69.3%-26.8pp |
| Annual return | 8.42% | 31.35%-22.9pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $994 | $2,588-61.6% | $3,517-71.7% | $3,203-69.0% |
| Admin fee / account holder | $175 | $3,207-94.5% | $4,510-96.1% | $4,296-95.9% |