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 | $29,939 | $86,286-65.3% | $111,297-73.1% | $85,850-65.1% |
| Participation rate | 46.3% | 73.3%-27.0pp | 77.3%-31.0pp | 69.3%-23.0pp |
| Annual return | 14.33% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $774 | $2,043-62.1% | $2,731-71.7% | $2,565-69.8% |
| Participant deferral / active EE | $1,705 | $3,641-53.2% | $4,487-62.0% | $3,952-56.8% |
| Admin fee / account holder | $245 | $8,188-97.0% | $7,964-96.9% | $6,260-96.1% |