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 | $12,506 | $99,652-87.5% | $78,778-84.1% | $147,584-91.5% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 18.74% | 47.28%-28.5pp | 35.62%-16.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $714 | $2,796-74.5% | $1,986-64.0% | $4,876-85.4% |
| Participant deferral / active EE | $1,348 | $3,664-63.2% | $2,958-54.4% | $5,439-75.2% |
| Admin fee / account holder | $150 | $7,155-97.9% | $5,134-97.1% | $10,885-98.6% |