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 | $11,674 | $91,037-87.2% | $71,671-83.7% | $147,584-92.1% |
| Participation rate | 58.8% | 76.1%-17.3pp | 68.7%-9.9pp | 82.8%-24.0pp |
| Annual return | 18.07% | 20.48%-2.4pp | 20.65%-2.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $866 | $3,327-74.0% | $2,460-64.8% | $4,876-82.2% |
| Participant deferral / active EE | $2,737 | $4,498-39.2% | $3,438-20.4% | $5,439-49.7% |
| Admin fee / account holder | $149 | $8,613-98.3% | $5,558-97.3% | $10,885-98.6% |