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 | $7,115 | $90,503-92.1% | $78,689-91.0% | $273,961-97.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.24% | 75.60%-69.4pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $933 | $3,176-70.6% | $2,851-67.3% | $4,869-80.8% |
| Participant deferral / active EE | $933 | $3,901-76.1% | $3,517-73.5% | $5,287-82.3% |
| Admin fee / account holder | $298 | $5,263-94.3% | $4,510-93.4% | $10,132-97.1% |