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 | $18,549 | $85,766-78.4% | $136,294-86.4% | $70,131-73.6% |
| Participation rate | 47.4% | 74.2%-26.7pp | 81.9%-34.5pp | 69.5%-22.1pp |
| Annual return | 25.92% | 31.45%-5.5pp | 5155.94%-5130.0pp | 73.14%-47.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,950 | $5,051-41.6% | $6,247-52.8% | $3,332-11.5% |
| Admin fee / account holder | $262 | $5,420-95.2% | $9,243-97.2% | $4,645-94.4% |