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 | $6,878 | $90,600-92.4% | $79,464-91.3% | $135,375-94.9% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | 76.61% | 977.43%-900.8pp | 718.14%-641.5pp | 519.73%-443.1pp |
| Employer contribution / active EE | $383 | $3,068-87.5% | $2,800-86.3% | $4,779-92.0% |
| Participant deferral / active EE | $715 | $4,050-82.4% | $3,704-80.7% | $5,609-87.3% |
| Admin fee / account holder | $39 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |