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 | $3,102 | $118,849-97.4% | $96,562-96.8% | $167,490-98.1% |
| Participation rate | 52.6% | 75.5%-22.8pp | 69.8%-17.2pp | 82.1%-29.5pp |
| Annual return | 15.26% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $501 | $3,120-83.9% | $2,356-78.7% | $4,837-89.6% |
| Participant deferral / active EE | $1,173 | $4,616-74.6% | $3,849-69.5% | $6,341-81.5% |
| Admin fee / account holder | $56 | $8,065-99.3% | $6,181-99.1% | $12,309-99.5% |