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 | $15,455 | $99,079-84.4% | $77,999-80.2% | $273,961-94.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.5%-16.4pp | 83.0%-23.9pp |
| Annual return | 6.81% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $891 | $3,308-73.1% | $2,470-63.9% | $4,869-81.7% |
| Participant deferral / active EE | $1,099 | $4,306-74.5% | $3,497-68.6% | $5,287-79.2% |
| Admin fee / account holder | $165 | $8,954-98.2% | $5,480-97.0% | $10,132-98.4% |