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 8-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 | $7,853 | $63,861-87.7% | $104,607-92.5% | $79,858-90.2% |
| Participation rate | 35.7% | 64.9%-29.2pp | 74.1%-38.4pp | 69.6%-33.9pp |
| Annual return | 30.41% | 21.30%+9.1pp | 340.46%-310.1pp | 31.71%-1.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,309 | $2,693-51.4% | $3,740-65.0% | $3,740-65.0% |
| Admin fee / account holder | $21 | $4,185-99.5% | $6,473-99.7% | $5,306-99.6% |