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 | $28,931 | $82,032-64.7% | $123,104-76.5% | $59,632-51.5% |
| Participation rate | 60.8% | 83.2%-22.4pp | 86.8%-26.0pp | 68.7%-7.9pp |
| Annual return | 278.50% | 5.12%+273.4pp | 13.22%+265.3pp | 2041.28%-1762.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,485 | $4,667+17.5% | $6,230-11.9% | $3,192+71.9% |
| Admin fee / account holder | $166 | $5,881-97.2% | $9,015-98.2% | $4,297-96.1% |