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 | $10,227 | $53,127-80.7% | $86,590-88.2% | $70,131-85.4% |
| Participation rate | 36.4% | 65.3%-28.9pp | 73.5%-37.2pp | 69.5%-33.2pp |
| Annual return | 21.38% | 27.66%-6.3pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $566 | $2,068-72.6% | $2,839-80.1% | $2,342-75.8% |
| Participant deferral / active EE | $1,438 | $2,696-46.6% | $3,609-60.1% | $3,332-56.8% |
| Admin fee / account holder | $104 | $3,585-97.1% | $4,906-97.9% | $4,645-97.8% |