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 | $28,433 | $209,411-86.4% | $178,490-84.1% | $158,922-82.1% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 15.93% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,170 | $5,706-79.5% | $5,011-76.6% | $4,761-75.4% |
| Participant deferral / active EE | $2,385 | $5,954-59.9% | $5,202-54.1% | $5,982-60.1% |
| Admin fee / account holder | $101 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |