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 5-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 | $8,159 | $77,899-89.5% | $149,673-94.5% | $75,163-89.1% |
| Participation rate | 19.0% | 65.6%-46.6pp | 78.8%-59.8pp | 67.2%-48.2pp |
| Annual return | 19.47% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,636 | $3,411-52.0% | $5,680-71.2% | $4,125-60.3% |
| Admin fee / account holder | $121 | $5,956-98.0% | $13,210-99.1% | $5,651-97.9% |