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 | $20,466 | $99,652-79.5% | $78,778-74.0% | $147,584-86.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 7.43% | 47.28%-39.9pp | 35.62%-28.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,512 | $2,796-45.9% | $1,986-23.9% | $4,876-69.0% |
| Participant deferral / active EE | $4,312 | $3,664+17.7% | $2,958+45.8% | $5,439-20.7% |
| Admin fee / account holder | $142 | $7,155-98.0% | $5,134-97.2% | $10,885-98.7% |