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 5-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 | $11,098 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 29.03% | 30.85%-1.8pp | 25.88%+3.1pp | 578.55%-549.5pp |
| Employer contribution / active EE | $615 | $3,192-80.7% | $2,428-74.7% | $4,876-87.4% |
| Participant deferral / active EE | $3,285 | $4,383-25.1% | $3,706-11.4% | $5,439-39.6% |
| Admin fee / account holder | $204 | $8,563-97.6% | $5,608-96.4% | $10,885-98.1% |