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 | $15,203 | $98,240-84.5% | $82,313-81.5% | $147,584-89.7% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 14.20% | 30.85%-16.7pp | 25.88%-11.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $725 | $3,192-77.3% | $2,428-70.1% | $4,876-85.1% |
| Participant deferral / active EE | $1,769 | $4,383-59.6% | $3,706-52.3% | $5,439-67.5% |
| Admin fee / account holder | $28 | $8,563-99.7% | $5,608-99.5% | $10,885-99.7% |