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 | $18,975 | $99,652-81.0% | $78,778-75.9% | $147,584-87.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 21.15% | 47.28%-26.1pp | 35.62%-14.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,925 | $2,796-31.1% | $1,986-3.1% | $4,876-60.5% |
| Participant deferral / active EE | $2,488 | $3,664-32.1% | $2,958-15.9% | $5,439-54.3% |
| Admin fee / account holder | $263 | $7,155-96.3% | $5,134-94.9% | $10,885-97.6% |