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 | $12,239 | $72,277-83.1% | $101,248-87.9% | $79,858-84.7% |
| Participation rate | 46.4% | 68.5%-22.0pp | 75.8%-29.4pp | 69.6%-23.2pp |
| Annual return | 128.39% | 22.30%+106.1pp | 46.47%+81.9pp | 31.71%+96.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,416 | $3,282-56.8% | $4,370-67.6% | $3,740-62.1% |
| Admin fee / account holder | $19 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |