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 | $6,960 | $198,466-96.5% | $170,442-95.9% | $147,584-95.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 23.23% | 257.29%-234.1pp | 205.93%-182.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,744 | $6,184-71.8% | $5,433-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $1,950 | $5,629-65.4% | $4,939-60.5% | $5,439-64.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |