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 | $10,004 | $52,279-80.9% | $89,391-88.8% | $79,858-87.5% |
| Participation rate | 26.8% | 57.5%-30.8pp | 68.0%-41.2pp | 69.6%-42.8pp |
| Annual return | 60.10% | 22.16%+37.9pp | 245.62%-185.5pp | 31.71%+28.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,841 | $2,740-32.8% | $3,890-52.7% | $3,740-50.8% |
| Admin fee / account holder | $148 | $3,356-95.6% | $4,881-97.0% | $5,306-97.2% |