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 | $5,879 | $107,015-94.5% | $73,545-92.0% | $147,584-96.0% |
| Participation rate | 57.1% | 66.4%-9.2pp | 54.9%+2.2pp | 82.8%-25.7pp |
| Annual return | 24.03% | 38.25%-14.2pp | -15.16%+39.2pp | 578.55%-554.5pp |
| Employer contribution / active EE | $859 | $1,760-51.2% | $1,219-29.5% | $4,876-82.4% |
| Participant deferral / active EE | $1,073 | $2,462-56.4% | $1,806-40.6% | $5,439-80.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |