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 | $24,001 | $91,552-73.8% | $133,956-82.1% | $79,858-69.9% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 21.69% | 61.85%-40.2pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,225 | $2,384-48.6% | $3,919-68.7% | $2,471-50.4% |
| Participant deferral / active EE | $4,543 | $3,733+21.7% | $5,048-10.0% | $3,740+21.5% |
| Admin fee / account holder | $274 | $6,321-95.7% | $8,927-96.9% | $5,306-94.8% |