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 | $16,557 | $62,672-73.6% | $185,117-91.1% | $70,131-76.4% |
| Participation rate | 63.2% | 63.8%-0.5pp | 77.3%-14.0pp | 69.5%-6.3pp |
| Annual return | 72.19% | 40.79%+31.4pp | 40.50%+31.7pp | 73.14%-0.9pp |
| Employer contribution / active EE | $2,517 | $1,753+43.5% | $4,182-39.8% | $2,342+7.4% |
| Participant deferral / active EE | $4,634 | $3,272+41.7% | $5,045-8.1% | $3,332+39.1% |
| Admin fee / account holder | $106 | $3,932-97.3% | $8,159-98.7% | $4,645-97.7% |