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 | $14,990 | $85,766-82.5% | $136,294-89.0% | $70,131-78.6% |
| Participation rate | 34.4% | 74.2%-39.8pp | 81.9%-47.5pp | 69.5%-35.2pp |
| Annual return | 33.65% | 31.45%+2.2pp | 5155.94%-5122.3pp | 73.14%-39.5pp |
| Employer contribution / active EE | $1,076 | $2,966-63.7% | $4,695-77.1% | $2,342-54.1% |
| Participant deferral / active EE | $2,145 | $5,051-57.5% | $6,247-65.7% | $3,332-35.6% |
| Admin fee / account holder | $63 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |