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 5-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 | $7,099 | $91,190-92.2% | $178,490-96.0% | $79,858-91.1% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 20.14% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,068 | $3,236-67.0% | $5,202-79.5% | $3,740-71.4% |
| Admin fee / account holder | $263 | $6,751-96.1% | $13,984-98.1% | $5,306-95.0% |