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 | $12,094 | $107,934-88.8% | $91,989-86.9% | $152,861-92.1% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.4%-20.5pp |
| Annual return | 32.80% | 89.24%-56.4pp | 69.02%-36.2pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,397 | $4,210-66.8% | $3,452-59.5% | $4,762-70.7% |
| Participant deferral / active EE | $2,086 | $6,364-67.2% | $5,923-64.8% | $5,850-64.3% |
| Admin fee / account holder | $233 | $10,520-97.8% | $7,743-97.0% | $11,596-98.0% |