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 | $10,754 | $58,828-81.7% | $77,999-86.2% | $62,891-82.9% |
| Participation rate | 67.6% | 71.1%-3.5pp | 75.5%-8.0pp | 69.3%-1.7pp |
| Annual return | 351.02% | 17.16%+333.9pp | 425.96%-74.9pp | 20.14%+330.9pp |
| Employer contribution / active EE | $1,064 | $1,672-36.4% | $2,470-56.9% | $2,281-53.4% |
| Participant deferral / active EE | $1,639 | $2,686-39.0% | $3,497-53.1% | $3,203-48.8% |
| Admin fee / account holder | $224 | $4,393-94.9% | $5,480-95.9% | $4,296-94.8% |