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 | $16,232 | $88,583-81.7% | $88,497-81.7% | $273,961-94.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.4%-15.7pp | 83.0%-16.3pp |
| Annual return | 13.69% | 5.68%+8.0pp | 7.63%+6.1pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,617 | $4,502-64.1% | $4,036-59.9% | $4,869-66.8% |
| Participant deferral / active EE | $5,833 | $4,891+19.2% | $4,899+19.0% | $5,287+10.3% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |