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 | $12,925 | $115,770-88.8% | $101,248-87.2% | $158,922-91.9% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 44.17% | 56.14%-12.0pp | 46.47%-2.3pp | 302.83%-258.7pp |
| Employer contribution / active EE | $2,556 | $4,175-38.8% | $3,660-30.2% | $4,761-46.3% |
| Participant deferral / active EE | $1,808 | $4,957-63.5% | $4,370-58.6% | $5,982-69.8% |
| Admin fee / account holder | $38 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |