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 | $14,255 | $72,012-80.2% | $185,823-92.3% | $79,858-82.1% |
| Participation rate | 48.5% | 65.8%-17.3pp | 78.0%-29.5pp | 69.6%-21.1pp |
| Annual return | 23.49% | 23.12%+0.4pp | 35.95%-12.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,228 | $3,779-41.0% | $5,632-60.4% | $3,740-40.4% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |