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 7-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 | $10,451 | $98,750-89.4% | $149,696-93.0% | $79,858-86.9% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.5%-20.5pp | 69.6%-7.6pp |
| Annual return | 42.43% | 27.43%+15.0pp | 276.60%-234.2pp | 31.71%+10.7pp |
| Employer contribution / active EE | $1,756 | $3,216-45.4% | $4,644-62.2% | $2,471-28.9% |
| Participant deferral / active EE | $3,144 | $5,680-44.6% | $6,842-54.0% | $3,740-15.9% |
| Admin fee / account holder | $165 | $6,053-97.3% | $9,309-98.2% | $5,306-96.9% |