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 | $9,728 | $54,541-82.2% | $78,778-87.7% | $70,131-86.1% |
| Participation rate | 29.4% | 60.8%-31.4pp | 69.2%-39.8pp | 69.5%-40.1pp |
| Annual return | 43.31% | 21.07%+22.2pp | 35.62%+7.7pp | 73.14%-29.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,312 | $2,210-40.7% | $2,958-55.7% | $3,332-60.6% |
| Admin fee / account holder | $79 | $3,709-97.9% | $5,134-98.5% | $4,645-98.3% |