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 | $9,810 | $89,753-89.1% | $107,525-90.9% | $84,808-88.4% |
| Participation rate | 68.9% | 68.1%+0.9pp | 75.1%-6.2pp | 68.3%+0.6pp |
| Annual return | 19.40% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,584 | $4,056-36.3% | $5,116-49.5% | $4,212-38.6% |
| Admin fee / account holder | $204 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |