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 6-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 | $18,661 | $101,763-81.7% | $164,866-88.7% | $80,874-76.9% |
| Participation rate | 48.4% | 71.8%-23.4pp | 78.6%-30.2pp | 67.6%-19.3pp |
| Annual return | 18.14% | 16.73%+1.4pp | 69.97%-51.8pp | 35.62%-17.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,275 | $4,477-26.8% | $6,033-45.7% | $4,297-23.8% |
| Admin fee / account holder | $172 | $8,228-97.9% | $12,689-98.6% | $6,935-97.5% |