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 | $14,263 | $115,770-87.7% | $101,248-85.9% | $158,922-91.0% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 28.69% | 56.14%-27.5pp | 46.47%-17.8pp | 302.83%-274.1pp |
| Employer contribution / active EE | $1,391 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $2,923 | $4,957-41.0% | $4,370-33.1% | $5,982-51.1% |
| Admin fee / account holder | $149 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |