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 | $22,054 | $168,632-86.9% | $147,614-85.1% | $125,391-82.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 2.07% | 77.65%-75.6pp | 61.98%-59.9pp | 282.22%-280.2pp |
| Employer contribution / active EE | $2,037 | $6,252-67.4% | $5,564-63.4% | $4,866-58.1% |
| Participant deferral / active EE | $3,559 | $5,507-35.4% | $4,895-27.3% | $5,352-33.5% |
| Admin fee / account holder | $86 | $13,580-99.4% | $11,611-99.3% | $9,540-99.1% |