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 | $13,385 | $85,766-84.4% | $136,294-90.2% | $70,131-80.9% |
| Participation rate | 63.8% | 74.2%-10.4pp | 81.9%-18.2pp | 69.5%-5.8pp |
| Annual return | 31.58% | 31.45%+0.1pp | 5155.94%-5124.4pp | 73.14%-41.6pp |
| Employer contribution / active EE | $1,157 | $2,966-61.0% | $4,695-75.4% | $2,342-50.6% |
| Participant deferral / active EE | $2,660 | $5,051-47.3% | $6,247-57.4% | $3,332-20.2% |
| Admin fee / account holder | $98 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |