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 | $15,779 | $131,829-88.0% | $108,579-85.5% | $273,961-94.2% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.6%-33.7pp | 83.0%-37.2pp |
| Annual return | 20.62% | -91.57%+112.2pp | -51.70%+72.3pp | 41.45%-20.8pp |
| Employer contribution / active EE | $1,247 | $4,912-74.6% | $3,758-66.8% | $4,869-74.4% |
| Participant deferral / active EE | $3,174 | $5,127-38.1% | $4,311-26.4% | $5,287-40.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |