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 | $10,986 | $78,705-86.0% | $117,854-90.7% | $70,131-84.3% |
| Participation rate | 55.9% | 73.2%-17.3pp | 79.7%-23.7pp | 69.5%-13.6pp |
| Annual return | 227.99% | 23.30%+204.7pp | 335.08%-107.1pp | 73.14%+154.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,723 | $3,297-17.4% | $4,482-39.2% | $3,332-18.3% |
| Admin fee / account holder | $189 | $5,065-96.3% | $8,020-97.6% | $4,645-95.9% |