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 | $11,112 | $53,127-79.1% | $86,590-87.2% | $70,131-84.2% |
| Participation rate | 63.3% | 65.3%-2.0pp | 73.5%-10.2pp | 69.5%-6.2pp |
| Annual return | 19.43% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,429 | $2,068-30.9% | $2,839-49.7% | $2,342-39.0% |
| Participant deferral / active EE | $2,515 | $2,696-6.7% | $3,609-30.3% | $3,332-24.5% |
| Admin fee / account holder | $195 | $3,585-94.6% | $4,906-96.0% | $4,645-95.8% |