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 | $20,680 | $135,635-84.8% | $110,238-81.2% | $135,375-84.7% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -3.12% | 513.19%-516.3pp | 314.74%-317.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,223 | $4,906-75.1% | $3,826-68.0% | $4,779-74.4% |
| Participant deferral / active EE | $2,009 | $5,506-63.5% | $4,672-57.0% | $5,609-64.2% |
| Admin fee / account holder | $17 | $11,457-99.9% | $8,547-99.8% | $10,827-99.8% |