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 | $20,393 | $152,587-86.6% | $125,175-83.7% | $152,861-86.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 26.85% | 54.84%-28.0pp | 43.79%-16.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,723 | $4,946-65.2% | $3,865-55.4% | $4,762-63.8% |
| Participant deferral / active EE | $2,734 | $5,868-53.4% | $4,937-44.6% | $5,850-53.3% |
| Admin fee / account holder | $107 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |