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 | $3,155 | $99,020-96.8% | $86,590-96.4% | $147,584-97.9% |
| Participation rate | 65.2% | 76.3%-11.1pp | 73.5%-8.3pp | 82.8%-17.6pp |
| Annual return | 16.64% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $326 | $3,132-89.6% | $2,839-88.5% | $4,876-93.3% |
| Participant deferral / active EE | $612 | $3,972-84.6% | $3,609-83.0% | $5,439-88.7% |
| Admin fee / account holder | $181 | $5,710-96.8% | $4,906-96.3% | $10,885-98.3% |