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 | $10,303 | $93,346-89.0% | $71,796-85.6% | $273,961-96.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.46% | 130.39%-125.9pp | 78.04%-73.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $966 | $2,733-64.7% | $1,924-49.8% | $4,869-80.2% |
| Participant deferral / active EE | $966 | $3,475-72.2% | $2,794-65.4% | $5,287-81.7% |
| Admin fee / account holder | $44 | $6,571-99.3% | $4,815-99.1% | $10,132-99.6% |