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 | $27,366 | $100,041-72.6% | $149,718-81.7% | $70,131-61.0% |
| Participation rate | 55.8% | 83.6%-27.8pp | 87.1%-31.3pp | 69.5%-13.7pp |
| Annual return | 14.27% | 27.43%-13.2pp | 1501.63%-1487.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,244 | $3,662-66.0% | $5,445-77.1% | $2,342-46.9% |
| Participant deferral / active EE | $3,264 | $4,983-34.5% | $6,569-50.3% | $3,332-2.0% |
| Admin fee / account holder | $168 | $8,286-98.0% | $11,283-98.5% | $4,645-96.4% |