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 | $9,345 | $63,346-85.2% | $92,233-89.9% | $70,131-86.7% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 13.97% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,101 | $2,471-55.4% | $3,679-70.1% | $2,342-53.0% |
| Participant deferral / active EE | $1,168 | $2,854-59.1% | $3,897-70.0% | $3,332-65.0% |
| Admin fee / account holder | $61 | $3,840-98.4% | $5,194-98.8% | $4,645-98.7% |