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 | $23,083 | $153,772-85.0% | $133,980-82.8% | $273,961-91.6% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.1%-57.1pp | 83.0%-53.0pp |
| Annual return | 20.50% | 36.51%-16.0pp | 29.30%-8.8pp | 41.45%-20.9pp |
| Employer contribution / active EE | $4,840 | $6,029-19.7% | $5,211-7.1% | $4,869-0.6% |
| Participant deferral / active EE | $7,800 | $6,958+12.1% | $6,282+24.2% | $5,287+47.5% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |