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 | $10,416 | $93,346-88.8% | $71,796-85.5% | $273,961-96.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 29.08% | 130.39%-101.3pp | 78.04%-49.0pp | 41.45%-12.4pp |
| Employer contribution / active EE | $1,427 | $2,733-47.8% | $1,924-25.9% | $4,869-70.7% |
| Participant deferral / active EE | $1,779 | $3,475-48.8% | $2,794-36.4% | $5,287-66.4% |
| Admin fee / account holder | $76 | $6,571-98.8% | $4,815-98.4% | $10,132-99.2% |