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 | $25,588 | $152,587-83.2% | $125,175-79.6% | $152,861-83.3% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.4%-37.0pp |
| Annual return | 22.20% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,697 | $4,946-65.7% | $3,865-56.1% | $4,762-64.4% |
| Participant deferral / active EE | $3,038 | $5,868-48.2% | $4,937-38.5% | $5,850-48.1% |
| Admin fee / account holder | $40 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |