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 | $6,571 | $95,416-93.1% | $185,823-96.5% | $85,850-92.3% |
| Participation rate | 63.0% | 68.8%-5.8pp | 81.7%-18.7pp | 69.3%-6.4pp |
| Annual return | 26.03% | 23.59%+2.4pp | 122.05%-96.0pp | 318.53%-292.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,310 | $3,423-61.7% | $5,568-76.5% | $3,952-66.8% |
| Admin fee / account holder | $139 | $7,213-98.1% | $16,237-99.1% | $6,260-97.8% |