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 | $3,370 | $107,015-96.9% | $73,545-95.4% | $147,584-97.7% |
| Participation rate | 34.8% | 66.4%-31.6pp | 54.9%-20.1pp | 82.8%-48.0pp |
| Annual return | 58.94% | 38.25%+20.7pp | -15.16%+74.1pp | 578.55%-519.6pp |
| Employer contribution / active EE | $583 | $1,760-66.9% | $1,219-52.2% | $4,876-88.0% |
| Participant deferral / active EE | $583 | $2,462-76.3% | $1,806-67.7% | $5,439-89.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |