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 | $26,928 | $91,552-70.6% | $133,956-79.9% | $79,858-66.3% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 20.27% | 61.85%-41.6pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,062 | $2,384-55.4% | $3,919-72.9% | $2,471-57.0% |
| Participant deferral / active EE | $2,653 | $3,733-29.0% | $5,048-47.4% | $3,740-29.1% |
| Admin fee / account holder | $194 | $6,321-96.9% | $8,927-97.8% | $5,306-96.3% |