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 | $21,672 | $116,175-81.3% | $93,606-76.8% | $152,861-85.8% |
| Participation rate | 65.0% | 78.0%-13.0pp | 75.8%-10.8pp | 82.4%-17.4pp |
| Annual return | 24.88% | 35.96%-11.1pp | 32.76%-7.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,436 | $3,218-24.3% | $2,718-10.4% | $4,762-48.9% |
| Participant deferral / active EE | $2,557 | $4,603-44.5% | $4,069-37.2% | $5,850-56.3% |
| Admin fee / account holder | $91 | $10,748-99.2% | $7,888-98.8% | $11,596-99.2% |