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 | $14,353 | $58,726-75.6% | $92,233-84.4% | $62,292-77.0% |
| Participation rate | 51.3% | 68.3%-17.1pp | 76.5%-25.2pp | 69.5%-18.2pp |
| Annual return | 28.38% | 43.62%-15.2pp | 176.28%-147.9pp | 28.90%-0.5pp |
| Employer contribution / active EE | $844 | $2,392-64.7% | $3,679-77.1% | $2,042-58.7% |
| Participant deferral / active EE | $1,912 | $2,766-30.9% | $3,897-50.9% | $3,169-39.7% |
| Admin fee / account holder | $213 | $556-61.7% | $5,194-95.9% | $479-55.5% |