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 | $21,516 | $198,466-89.2% | $170,442-87.4% | $147,584-85.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 37.45% | 257.29%-219.8pp | 205.93%-168.5pp | 578.55%-541.1pp |
| Employer contribution / active EE | $5,975 | $6,184-3.4% | $5,433+10.0% | $4,876+22.5% |
| Participant deferral / active EE | $3,286 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |