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 | $17,547 | $78,422-77.6% | $95,952-81.7% | $79,858-78.0% |
| Participation rate | 44.7% | 73.5%-28.8pp | 77.1%-32.4pp | 69.6%-25.0pp |
| Annual return | 19.42% | 19.37%0pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,777 | $3,440-48.3% | $4,167-57.4% | $3,740-52.5% |
| Admin fee / account holder | $169 | $5,622-97.0% | $6,795-97.5% | $5,306-96.8% |