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 | $17,364 | $180,449-90.4% | $154,107-88.7% | $135,375-87.2% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | -8.42% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,767 | $6,035-54.1% | $5,298-47.8% | $4,779-42.1% |
| Participant deferral / active EE | $4,707 | $5,806-18.9% | $5,081-7.4% | $5,609-16.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |