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 | $14,217 | $63,861-77.7% | $104,607-86.4% | $79,858-82.2% |
| Participation rate | 52.4% | 64.9%-12.5pp | 74.1%-21.7pp | 69.6%-17.3pp |
| Annual return | 28.94% | 21.30%+7.6pp | 340.46%-311.5pp | 31.71%-2.8pp |
| Employer contribution / active EE | $292 | $1,588-81.6% | $2,681-89.1% | $2,471-88.2% |
| Participant deferral / active EE | $1,821 | $2,693-32.4% | $3,740-51.3% | $3,740-51.3% |
| Admin fee / account holder | $228 | $4,185-94.6% | $6,473-96.5% | $5,306-95.7% |