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 | $12,699 | $232,540-94.5% | $185,117-93.1% | $147,584-91.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 21.67% | 43.03%-21.4pp | 40.50%-18.8pp | 578.55%-556.9pp |
| Employer contribution / active EE | $995 | $5,195-80.8% | $4,182-76.2% | $4,876-79.6% |
| Participant deferral / active EE | $1,239 | $5,834-78.8% | $5,045-75.4% | $5,439-77.2% |
| Admin fee / account holder | $193 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |