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 9-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 | $20,507 | $86,286-76.2% | $111,297-81.6% | $85,850-76.1% |
| Participation rate | 46.4% | 73.3%-26.9pp | 77.3%-30.9pp | 69.3%-22.9pp |
| Annual return | 20.24% | 19.99%+0.3pp | 54.65%-34.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,558 | $3,641-2.3% | $4,487-20.7% | $3,952-10.0% |
| Admin fee / account holder | $291 | $8,188-96.4% | $7,964-96.3% | $6,260-95.4% |