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 | $28,765 | $91,552-68.6% | $133,956-78.5% | $79,858-64.0% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | 24.83% | 61.85%-37.0pp | 45.09%-20.3pp | 31.71%-6.9pp |
| Employer contribution / active EE | $768 | $2,384-67.8% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $2,194 | $3,733-41.2% | $5,048-56.5% | $3,740-41.3% |
| Admin fee / account holder | $14 | $6,321-99.8% | $8,927-99.8% | $5,306-99.7% |