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 | $7,222 | $76,552-90.6% | $123,892-94.2% | $62,891-88.5% |
| Participation rate | 67.6% | 73.0%-5.3pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 11.05% | 18.68%-7.6pp | 47.52%-36.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,057 | $4,840-36.8% | $5,984-48.9% | $3,203-4.6% |
| Admin fee / account holder | $178 | $4,826-96.3% | $8,357-97.9% | $4,296-95.9% |