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 | $9,383 | $90,600-89.6% | $79,464-88.2% | $135,375-93.1% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 82.6%-17.4pp |
| Annual return | -7.18% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $904 | $3,068-70.5% | $2,800-67.7% | $4,779-81.1% |
| Participant deferral / active EE | $960 | $4,050-76.3% | $3,704-74.1% | $5,609-82.9% |
| Admin fee / account holder | $204 | $5,907-96.5% | $5,113-96.0% | $10,827-98.1% |