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 | $10,326 | $65,041-84.1% | $90,951-88.6% | $79,858-87.1% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.0%-23.3pp | 69.6%-23.9pp |
| Annual return | 20.05% | 30.45%-10.4pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,238 | $1,247-0.7% | $2,122-41.6% | $2,471-49.9% |
| Participant deferral / active EE | $1,392 | $2,512-44.6% | $3,373-58.7% | $3,740-62.8% |
| Admin fee / account holder | $218 | $4,536-95.2% | $5,959-96.3% | $5,306-95.9% |