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 | $14,642 | $89,355-83.6% | $141,162-89.6% | $72,985-79.9% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 26.25% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,749 | $3,114-43.8% | $4,735-63.1% | $2,440-28.3% |
| Participant deferral / active EE | $3,534 | $5,418-34.8% | $6,709-47.3% | $3,607-2.0% |
| Admin fee / account holder | $253 | $5,958-95.8% | $10,261-97.5% | $5,124-95.1% |