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 | $12,661 | $99,341-87.3% | $84,750-85.1% | $273,961-95.4% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 17.00% | 22.93%-5.9pp | 22.78%-5.8pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,737 | $4,214-58.8% | $3,574-51.4% | $4,869-64.3% |
| Participant deferral / active EE | $2,068 | $4,269-51.6% | $3,712-44.3% | $5,287-60.9% |
| Admin fee / account holder | $36 | $6,644-99.5% | $5,332-99.3% | $10,132-99.6% |