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 | $7,106 | $39,122-81.8% | $57,179-87.6% | $62,891-88.7% |
| Participation rate | 38.1% | 70.5%-32.4pp | 75.3%-37.2pp | 69.3%-31.2pp |
| Annual return | 3.43% | 9.23%-5.8pp | 14.59%-11.2pp | 20.14%-16.7pp |
| Employer contribution / active EE | $389 | $1,874-79.3% | $2,682-85.5% | $2,281-83.0% |
| Participant deferral / active EE | $1,000 | $2,374-57.9% | $3,096-67.7% | $3,203-68.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |