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 | $18,503 | $78,422-76.4% | $95,952-80.7% | $79,858-76.8% |
| Participation rate | 65.7% | 73.5%-7.8pp | 77.1%-11.4pp | 69.6%-4.0pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $832 | $1,945-57.2% | $2,541-67.2% | $2,471-66.3% |
| Participant deferral / active EE | $1,624 | $3,440-52.8% | $4,167-61.0% | $3,740-56.6% |
| Admin fee / account holder | $90 | $5,622-98.4% | $6,795-98.7% | $5,306-98.3% |