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 | $16,513 | $85,766-80.7% | $136,294-87.9% | $70,131-76.5% |
| Participation rate | 52.8% | 74.2%-21.3pp | 81.9%-29.1pp | 69.5%-16.7pp |
| Annual return | 23.87% | 31.45%-7.6pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,784 | $2,966-39.9% | $4,695-62.0% | $2,342-23.8% |
| Participant deferral / active EE | $3,247 | $5,051-35.7% | $6,247-48.0% | $3,332-2.6% |
| Admin fee / account holder | $84 | $5,420-98.4% | $9,243-99.1% | $4,645-98.2% |