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 | $10,424 | $109,327-90.5% | $89,391-88.3% | $158,922-93.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 24.11% | 345.68%-321.6pp | 245.62%-221.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,055 | $3,170-66.7% | $2,586-59.2% | $4,761-77.8% |
| Participant deferral / active EE | $1,522 | $4,598-66.9% | $3,890-60.9% | $5,982-74.6% |
| Admin fee / account holder | $170 | $6,153-97.2% | $4,881-96.5% | $11,246-98.5% |