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 | $24,299 | $67,606-64.1% | $82,313-70.5% | $70,131-65.4% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.9%-30.9pp | 69.5%-23.5pp |
| Annual return | 67.27% | 21.57%+45.7pp | 25.88%+41.4pp | 73.14%-5.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,575 | $2,987+86.7% | $3,706+50.4% | $3,332+67.3% |
| Admin fee / account holder | $86 | $4,512-98.1% | $5,608-98.5% | $4,645-98.1% |