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 | $28,818 | $101,724-71.7% | $164,813-82.5% | $80,856-64.4% |
| Participation rate | 68.6% | 71.8%-3.3pp | 78.6%-10.0pp | 67.6%+0.9pp |
| Annual return | 15.25% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,748 | $2,953-40.8% | $4,341-59.7% | $2,755-36.5% |
| Participant deferral / active EE | $2,639 | $4,477-41.1% | $6,031-56.2% | $4,296-38.6% |
| Admin fee / account holder | $18 | $8,227-99.8% | $12,690-99.9% | $6,918-99.7% |