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 | $6,978 | $104,907-93.3% | $84,611-91.8% | $152,861-95.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 21.50% | 373.79%-352.3pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $873 | $3,302-73.6% | $2,652-67.1% | $4,762-81.7% |
| Participant deferral / active EE | $980 | $4,688-79.1% | $3,899-74.9% | $5,850-83.2% |
| Admin fee / account holder | $31 | $6,241-99.5% | $4,912-99.4% | $11,596-99.7% |