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 | $11,853 | $101,069-88.3% | $81,478-85.5% | $147,584-92.0% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 16.34% | 32.40%-16.1pp | 38.78%-22.4pp | 578.55%-562.2pp |
| Employer contribution / active EE | $904 | $3,205-71.8% | $2,568-64.8% | $4,876-81.5% |
| Participant deferral / active EE | $2,210 | $4,242-47.9% | $3,537-37.5% | $5,439-59.4% |
| Admin fee / account holder | $5 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |