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 | $12,344 | $60,124-79.5% | $90,404-86.3% | $79,858-84.5% |
| Participation rate | 66.3% | 65.0%+1.3pp | 72.7%-6.4pp | 69.6%-3.4pp |
| Annual return | 17.75% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $565 | $2,068-72.7% | $3,262-82.7% | $2,471-77.1% |
| Participant deferral / active EE | $1,423 | $2,938-51.6% | $3,963-64.1% | $3,740-62.0% |
| Admin fee / account holder | $212 | $3,976-94.7% | $5,611-96.2% | $5,306-96.0% |