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 | $19,787 | $60,349-67.2% | $74,183-73.3% | $62,891-68.5% |
| Participation rate | 63.3% | 72.7%-9.4pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 6.14% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $516 | $1,680-69.3% | $2,370-78.2% | $2,281-77.4% |
| Participant deferral / active EE | $1,451 | $2,856-49.2% | $3,550-59.1% | $3,203-54.7% |
| Admin fee / account holder | $124 | $4,261-97.1% | $5,586-97.8% | $4,296-97.1% |