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 | $5,341 | $90,503-94.1% | $78,689-93.2% | $273,961-98.1% |
| Participation rate | 68.4% | 76.5%-8.1pp | 73.6%-5.1pp | 83.0%-14.6pp |
| Annual return | 3.58% | 75.60%-72.0pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,137 | $3,176-64.2% | $2,851-60.1% | $4,869-76.7% |
| Participant deferral / active EE | $1,401 | $3,901-64.1% | $3,517-60.2% | $5,287-73.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |