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 | $17,377 | $95,971-81.9% | $74,550-76.7% | $135,375-87.2% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | 20.99% | 56.96%-36.0pp | 32.53%-11.5pp | 519.73%-498.7pp |
| Employer contribution / active EE | $1,643 | $2,716-39.5% | $1,961-16.2% | $4,779-65.6% |
| Participant deferral / active EE | $3,483 | $3,843-9.4% | $3,108+12.1% | $5,609-37.9% |
| Admin fee / account holder | $186 | $6,522-97.1% | $5,060-96.3% | $10,827-98.3% |