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 | $11,642 | $85,202-86.3% | $172,739-93.3% | $72,985-84.0% |
| Participation rate | 52.6% | 70.1%-17.4pp | 82.6%-30.0pp | 69.5%-16.9pp |
| Annual return | 28.58% | 27.32%+1.3pp | 802.84%-774.3pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,117 | $3,324-66.4% | $5,143-78.3% | $2,440-54.2% |
| Participant deferral / active EE | $2,559 | $3,260-21.5% | $5,198-50.8% | $3,607-29.1% |
| Admin fee / account holder | $161 | $5,884-97.3% | $13,954-98.8% | $5,124-96.9% |