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 | $10,510 | $113,339-90.7% | $94,993-88.9% | $147,584-92.9% |
| Participation rate | 40.0% | 78.0%-38.0pp | 73.9%-33.9pp | 82.8%-42.8pp |
| Annual return | 22.78% | 20.77%+2.0pp | 27.12%-4.3pp | 578.55%-555.8pp |
| Employer contribution / active EE | $359 | $3,160-88.6% | $2,603-86.2% | $4,876-92.6% |
| Participant deferral / active EE | $1,640 | $3,777-56.6% | $3,317-50.6% | $5,439-69.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |