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 | $5,823 | $53,127-89.0% | $86,590-93.3% | $70,131-91.7% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 47.94% | 27.66%+20.3pp | 964.84%-916.9pp | 73.14%-25.2pp |
| Employer contribution / active EE | $755 | $2,068-63.5% | $2,839-73.4% | $2,342-67.8% |
| Participant deferral / active EE | $1,379 | $2,696-48.9% | $3,609-61.8% | $3,332-58.6% |
| Admin fee / account holder | $93 | $3,585-97.4% | $4,906-98.1% | $4,645-98.0% |