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 | $4,411 | $91,190-95.2% | $178,490-97.5% | $79,858-94.5% |
| Participation rate | 32.6% | 69.2%-36.6pp | 81.9%-49.3pp | 69.6%-37.0pp |
| Annual return | 19.92% | 24.19%-4.3pp | 151.07%-131.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,096 | $3,236-66.1% | $5,202-78.9% | $3,740-70.7% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |