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 | $9,435 | $65,685-85.6% | $57,179-83.5% | $273,961-96.6% |
| Participation rate | 65.2% | 78.3%-13.1pp | 75.3%-10.1pp | 83.0%-17.8pp |
| Annual return | 8.37% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,908 | $3,782-49.5% | $3,096-38.4% | $5,287-63.9% |
| Admin fee / account holder | $240 | $4,835-95.0% | $3,139-92.3% | $10,132-97.6% |