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 | $16,035 | $95,971-83.3% | $74,550-78.5% | $135,375-88.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.46% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,035 | $2,716-61.9% | $1,961-47.2% | $4,779-78.3% |
| Participant deferral / active EE | $1,247 | $3,843-67.5% | $3,108-59.9% | $5,609-77.8% |
| Admin fee / account holder | $50 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |