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 | $9,581 | $39,122-75.5% | $57,179-83.2% | $62,891-84.8% |
| Participation rate | 32.9% | 70.5%-37.6pp | 75.3%-42.5pp | 69.3%-36.4pp |
| Annual return | 58.67% | 9.23%+49.4pp | 14.59%+44.1pp | 20.14%+38.5pp |
| Employer contribution / active EE | $627 | $1,874-66.6% | $2,682-76.6% | $2,281-72.5% |
| Participant deferral / active EE | $974 | $2,374-59.0% | $3,096-68.5% | $3,203-69.6% |
| Admin fee / account holder | $161 | $2,592-93.8% | $3,139-94.9% | $4,296-96.2% |